HomeMy Public PortalAbout06 June 28, 2010 Western Riverside County Programs and Projects89501
RECORDS
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
WESTERN RIVERSIDE COUNTY PROGRAMS AND PROJECTS COMMITTEE
MEETING AGENDA
TIME: 1:30 p.m.
DATE: Monday, June 28, 2010
LOCATION: BOARD ROOM
County of Riverside Administrative Center
4080 Lemon Street, First Floor, Riverside
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� COMMITTEE MEMBERS .0.*,
Karen Spiegel, Chair / Steve Nolan, City of Corona
Bonnie Flickinger, Vice Chair / Jesse Molina, City of Moreno Valley
Bob Botts / Don Robinson, City of Banning
Wallace Edgerton / Darcy Kuenzi, City of Menifee
Malcolm Miller / Kathy Azevedo, City of Norco
Daryl Busch / Al Landers, City of Perris
Steve Di Memmo / Vacant, City of San Jacinto
Scott Farnam / Bridgette Moore, City of Wildomar
Bob Buster, County of Riverside, District I
Marion Ashley, County of Riverside, District V
%P- STAFF �►
Anne Mayer, Executive Director
John Standiford, Deputy Executive Director
W.• AREAS OF RESPONSIBILITY .0%0
Air Quality, Capital Projects,
Communications and Outreach Programs,
Congestion Management Program (CMP),
Intermodal Programs,
Motorist Services (ie. SAFE/Freeway Service Patrol),
New Corridors,
Regional Agencies/Regional Planning,
Regional Transportation Improvement Program (RTIP),
State Transportation Improvement Program (STIP), and
Transportation Uniform Mitigation Fee (TUMF) Program
related to Western Riverside County and other
areas as may be prescribed by the Commission.
Comments are welcomed by the Committee. If you wish to provide comments to the Committee,
please complete and submit a Speaker Card to the Clerk of the Board.
11.36.54
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
W E S T E R N R I V E R S I D E C O U N T Y P R O G R A M S A N D P R O J E C T S C O M M I T T E E
w w w . r c t c . o r q
A G E N D A *
* A c t i o n s m a y b e t a k e n o n a n y i t e m l i s t e d o n t h e a g e n d a
1 : 3 0 p . m .
M o n d a y , J u n e 2 8 , 2 0 1 0
B O A R D R O O M
C o u n t y A d m i n i s t r a t i v e C e n t e r
4 0 8 0 L e m o n S t r e e t , F i r s t F l o o r
R i v e r s i d e , C a l i f o r n i a
I n c o m p l i a n c e . w i t h t h e B r o w n A c t a n d G o v e r n m e n t C o d e S e c t i o n 5 4 9 5 7 . 5 , a g e n d a m a t e r i a l s
d i s t r i b u t e d 7 2 h o u r s p r i o r t o t h e m e e t i n g , w h i c h a r e p u b l i c r e c o r d s r e l a t i n g t o o p e n s e s s i o n
a g e n d a i t e m s , w i l l b e a v a i l a b l e f o r i n s p e c t i o n b y m e m b e r s o f t h e p u b l i c p r i o r t o t h e m e e t i n g
a t t h e C o m m i s s i o n o f f i c e , 4 0 8 0 L e m o n S t r e e t , T h i r d F l o o r , R i v e r s i d e , C A , a n d o n t h e
C o m m i s s i o n ' s w e b s i t e , w w w . r c t c . o r g .
I n c o m p l i a n c e w i t h t h e A m e r i c a n s w i t h D i s a b i l i t i e s A c t a n d G o v e r n m e n t C o d e S e c t i o n
5 4 9 5 4 . 2 , i f y o u n e e d s p e c i a l a s s i s t a n c e t o p a r t i c i p a t e i n a C o m m i t t e e m e e t i n g , p l e a s e
c o n t a c t t h e C l e r k o f t h e B o a r d a t ( 9 5 1 ) 7 8 7 - 7 1 4 1 . N o t i f i c a t i o n o f a t / e a s t 4 8 h o u r s p r i o r t o
m e e t i n g t i m e w i l l a s s i s t s t a f f i n a s s u r i n g t h a t r e a s o n a b l e a r r a n g e m e n t s c a n b e m a d e t o
p r o v i d e a c c e s s i b i l i t y a t t h e m e e t i n g .
1 . C A L L T O O R D E R
2 . P L E D G E O F A L L E G I A N C E
3 . R O L L C A L L
4 . P U B L I C C O M M E N T S - E a c h i n d i v i d u a l s p e a k e r i s l i m i t e d t o s p e a k t h r e e ( 3 )
c o n t i n u o u s m i n u t e s o r l e s s . T h e C o m m i t t e e m a y , e i t h e r a t t h e d i r e c t i o n o f t h e
C h a i r o r b y m a j o r i t y v o t e o f t h e C o m m i t t e e , w a i v e t h i s t h r e e m i n u t e t i m e
l i m i t a t i o n . D e p e n d i n g o n t h e n u m b e r o f i t e m s o n t h e A g e n d a a n d t h e n u m b e r
o f s p e a k e r s , t h e C h a i r m a y , a t h i s / h e r d i s c r e t i o n , r e d u c e t h e t i m e o f e a c h
s p e a k e r t o t w o ( 2 ) c o n t i n u o u s m i n u t e s . A l s o , t h e C o m m i t t e e m a y t e r m i n a t e
p u b l i c c o m m e n t s i f s u c h c o m m e n t s b e c o m e r e p e t i t i o u s . I n a d d i t i o n , t h e
m a x i m u m t i m e f o r p u b l i c c o m m e n t f o r a n y i n d i v i d u a l i t e m o r t o p i c i s t h i r t y ( 3 0 )
m i n u t e s . S p e a k e r s m a y n o t y i e l d t h e i r t i m e t o o t h e r s w i t h o u t t h e c o n s e n t o f
t h e C h a i r . A n y w r i t t e n d o c u m e n t s t o b e d i s t r i b u t e d o r p r e s e n t e d t o t h e
C o m m i t t e e s h a l l b e s u b m i t t e d t o t h e C l e r k o f t h e B o a r d . T h i s p o l i c y a p p l i e s t o
P u b l i c C o m m e n t s a n d c o m m e n t s o n A g e n d a i t e m s .
Western Riverside County Programs and Projects Committee
June 28, 2010
Page 2
Under the Brown Act, the Board should not take action on or discuss matters •
raised during public comment portion of the agenda which are not listed on the
agenda. Board members may refer such matters to staff for factual
information or to be placed on the subsequent agenda for consideration.
5. APPROVAL OF MINUTES — MAY 24, 2010
6. ADDITIONS/REVISIONS (The Committee may add an item to the Agenda after
making a finding that there is a need to take immediate action on the item and
that the item came to the attention of the Committee subsequent to the
posting of the agenda. An action adding an item to the agenda requires 2/3
vote of the Committee. if there are less than 2/3 of the Committee members
present, adding an item to the agenda requires a unanimous vote. Added
items will be placed for discussion at the end of the agenda.)
7. STATE ROUTE 91 TRAFFIC AND.REVENUE STUDY SERVICES
Overview
This item is for the Committee to:
Page 1
1) Award Agreement No. 10-31-099-00 to Stantec Consulting Services,
Inc. (Stantec) to provide an investment -grade traffic and revenue study
for the SR-91 Corridor Improvement Project (SR-91 CIP). At this time,
the contract is still in negotiations and staff expects to bring a final
contract to either the Committee or the Commission meeting;
2) Authorize the Chair, pursuant to legal counsel review, to execute the
agreement on behalf of the Commission;
3) Authorize the Executive Director to approve contingency work up to the
total not to exceed amount as required for the agreement; and
4) Forward to the Commission for final action.
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W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e
J u n e 2 8 , 2 0 1 0
P a g e 3
8 . A M E N D M E N T T O A G R E E M E N T F O R O N - C A L L S T R A T E G I C P A R T N E R S H I P
A D V I S O R S E R V I C E S W I T H K P M G C O R P O R A T E F I N A N C E , L L C
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
P a g e 5
1 ) A p p r o v e A g r e e m e n t N o . 0 6 - 6 6 - 0 2 6 - 0 8 , A m e n d m e n t N o . 7 t o
A g r e e m e n t 0 6 - 6 6 - 0 2 6 - 0 0 , f o r t o l l f e a s i b i l i t y a n d s t r a t e g i c p a r t n e r s h i p
a d v i s o r s e r v i c e s w i t h K P M G C o r p o r a t e F i n a n c e , L L C ( K P M G ) f o r t h e
I n t e r s t a t e 1 5 C o r r i d o r I m p r o v e m e n t P r o j e c t ( I - 1 5 C I P ) f o r t h e a m o u n t o f
$ 2 5 0 , 0 0 0 ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ; a n d
3 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
9 . A G R E E M E N T W I T H S O U T H S T A R E N G I N E E R I N G & C O N S U L T I N G , I N C . F O R
C O N S T R U C T I O N M A N A G E M E N T S E R V I C E S A N D C O O P E R A T I V E A G R E E M E N T
W I T H C A L T R A N S F O R C O N S T R U C T I O N O F T H E I N T E R S T A T E 2 1 5 W I D E N I N G
P R O J E C T F R O M M U R R I E T A H O T S P R I N G S R O A D T O S C O T T R O A D , N O R T H
O F T H E C I T Y O F M U R R I E T A
P a g e 1 5
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
1 ) A w a r d A g r e e m e n t N o . 1 0 - 3 1 - 0 7 9 - 0 0 t o S o u t h s t a r E n g i n e e r i n g &
C o n s u l t i n g , I n c . ( S o u t h s t a r ) t o p e r f o r m c o n s t r u c t i o n m a n a g e m e n t ( C M )
s e r v i c e s , m a t e r i a l s t e s t i n g , a n d c o n s t r u c t i o n s u r v e y i n g f o r t h e 1 - 2 1 5
w i d e n i n g , M u r r i e t a H o t S p r i n g s R o a d t o S c o t t R o a d p r o j e c t , i n t h e c i t y o f
M u r r i e t a , f o r t h e b a s e a m o u n t o f $ 4 , 0 9 7 , 5 6 4 , p l u s a c o n t i n g e n c y
a m o u n t o f $ 4 0 2 , 4 3 6 , f o r a t o t a l n o t t o e x c e e d a m o u n t o f $ 4 . 5 m i l l i o n ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ;
3 ) A u t h o r i z e t h e E x e c u t i v e D i r e c t o r t o a p p r o v e c o n t i n g e n c y w o r k a s m a y b e
r e q u i r e d f o r t h e p r o j e c t ;
4 ) A p p r o v e t h e C o o p e r a t i v e A g r e e m e n t N o . 1 0 - 3 1 - 1 1 0 - 0 0 w i t h C a l t r a n s f o r
c o n s t r u c t i o n o f t h e p r o j e c t ;
5 ) A u t h o r i z e t h e E x e c u t i v e D i r e c t o r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e c o o p e r a t i v e a g r e e m e n t a n d f u t u r e n o n - f u n d i n g r e l a t e d
a m e n d m e n t s t o t h i s a g r e e m e n t ; a n d
6 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n
Western Riverside County Programs and Projects Committee
June 28, 2010
Page 4
10. AGREEMENT WITH HDR ENGINEERING INC. FOR CONSTRUCTION •
MANAGEMENT SERVICES FOR THE PERRIS VALLEY LINE PROJECT
Page 83
Overview
This item is for the Committee to:
1) Award Agreement No. 10-31-058-00 to HDR Engineering Inc. (HDR),
pending completion of negotiations, to provide construction management
(CM) services for the Perris Valley Line (PVL) project in the amount to be
agreed upon between the Commission and HDR at the end of
negotiations;
2) Authorize the Chair, pursuant to legal counsel review, to execute the
agreement on behalf of the Commission;
3) Authorize the Executive Director to approve contingency work up to the
total not to exceed amount as requested for the project;
4) Authorize the Executive Director, pursuant to legal counsel review, to
execute related utility and other local agency agreements necessary for
the design and construction of the project; and
5) Forward to the Commission for final action.
11. FISCAL YEAR 2010/11 AGREEMENTS FOR REGIONAL RIDESHARE SERVICES •
Page 87
Overview
This item is for the Committee to:
1) Award Agreement No. 10-41-029-01, Amendment No. 1 to
Agreement No. 10-41-029-00, with the San Bernardino Associated
Governments (SANBAG) as part of the Commission's continuing bi-
county partnership with SANBAG to deliver commuter/employer
rideshare services, regional ridematching services, and operation of an
Inland Empire 511 system for FY 2010/11;
2) Award Agreement No. 07-41-115-02, Amendment No. 2 to
Agreement No. 07-41-115-00, with Orange County Transportation
Authority (OCTA) and Agreement No. 06-41-082-05, Amendment No. 5
to Agreement No. 06-41-082-00, with the Ventura County
Transportation Commission (VCTC) for regional ridematching services;
3) Authorize the Chair, pursuant to legal counsel review, to execute the
agreements on behalf of the Commission; and
4) Forward to the Commission for final action.
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W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e
J u n e 2 8 , 2 0 1 0
P a g e 5
1 2 . A G R E E M E N T W I T H T H E D E P A R T M E N T O F C A L I F O R N I A H I G H W A Y P A T R O L
F O R O P E R A T I O N O F T H E C A L L B O X S Y S T E M
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
P a g e 9 8
1 ) A p p r o v e A g r e e m e n t N o . 1 0 - 4 5 - 1 0 9 - 0 0 w i t h t h e C a l i f o r n i a H i g h w a y
P a t r o l ( C H P ) f o r t h e o p e r a t i o n o f t h e c a l l b o x s y s t e m f o r a t h r e e - y e a r
t e r m , a n d o n e o n e - y e a r o p t i o n t o e x t e n d t h e a g r e e m e n t i n t h e a m o u n t o f
$ 1 5 , 9 0 0 ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ; a n d
3 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
1 3 . I T E M ( S ) P U L L E D F R O M C O N S E N T C A L E N D A R A G E N D A
1 4 . C O M M I S S I O N E R S / S T A F F R E P O R T
O v e r v i e w
T h i s i t e m p r o v i d e s t h e o p p o r t u n i t y f o r t h e C o m m i s s i o n e r s a n d s t a f f t o r e p o r t
o n a t t e n d e d a n d u p c o m i n g m e e t i n g / c o n f e r e n c e s a n d i s s u e s r e l a t e d t o
C o m m i s s i o n a c t i v i t i e s .
1 5 . A D J O U R N M E N T A N D N E X T M E E T I N G
T h e n e x t W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e m e e t i n g
i s s c h e d u l e d t o b e h e l d a t 1 : 3 0 p . m . , M o n d a y , J u l y 2 6 , 2 0 1 0 , B o a r d
C h a m b e r s , F i r s t F l o o r , C o u n t y A d m i n i s t r a t i v e C e n t e r , 4 0 8 0 L e m o n S t r e e t ,
R i v e r s i d e .
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
WESTERN RIVERSIDE COUNTY PROGRAMS AND PROJECTS
COMMITTEE
ROLL CALL
June 28, 2010
Present Absent
County of Riverside, District I 17 0
County of Riverside, District V O O t'y2 e.^'l-
City of Banning /)71' 0
City of Corona 0 0
City of Menifee 0
City of Moreno Valley g 0
City of Norco X 0
City of Perris 0
City of San Jacinto 0 0
City of Wildomar gr 0
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
WESTERN RIVERSIDE COUNTY PROGRAMS AND PROJECTS SIGN -IN SHEET
JUNE 28, 2010
NAME
AGENCY
E MAIL ADDRESS
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AGENDA ITEM 5
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
W E S T E R N R I V E R S I D E C O U N T Y P R O G R A M S A N D P R O J E C T S C O M M I T T E E
M o n d a y , M a y 2 4 , 2 0 1 0
M I N U T E S
1 . C A L L T O O R D E R
T h e m e e t i n g o f t h e W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s
C o m m i t t e e w a s c a l l e d t o o r d e r b y C h a i r K a r e n S p i e g e l a t 1 : 3 1 p . m . ,
i n t h e B o a r d R o o m a t t h e C o u n t y o f R i v e r s i d e A d m i n i s t r a t i v e C e n t e r ,
4 0 8 0 L e m o n S t r e e t , F i r s t F l o o r , R i v e r s i d e , C a l i f o r n i a , 9 2 5 0 1 .
2 . P L E D G E O F A L L E G I A N C E
A t t h i s t i m e , C o m m i s s i o n e r B o b B o t t s l e d t h e W e s t e r n R i v e r s i d e C o u n t y
P r o g r a m s a n d P r o j e c t s C o m m i t t e e i n a f l a g s a l u t e .
3 . R O L L C A L L
M e m b e r s / A l t e r n a t e s P r e s e n t M e m b e r s A b s e n t
M a r i o n A s h l e y D a r y l B u s c h
B o b B o t t s
B o b B u s t e r
S t e v e D i M e m m o
W a l l a c e E d g e r t o n
S c o t t F a r n a m
B o n n i e F l i c k i n g e r
M a l c o l m M i l l e r
K a r e n S p i e g e l
4 . P U B L I C C O M M E N T S
T h e r e w e r e n o r e q u e s t s t o s p e a k f r o m t h e p u b l i c .
5 . A P P R O V A L O F M I N U T E S - A P R I L 2 6 , 2 0 1 0
M / S / C W a r n a m / F l i c k i n g e r ) t o a p p r o v e t h e m i n u t e s o f A p r i l 2 6 , 2 0 1 0 ,
a s s u b m i t t e d .
A b s t a i n : M i l l e r
RCTC WRC Programs and Projects Committee Minutes
May 24, 2010
Page 2
6. ADDITIONS / REVISIONS
There were no additions or revisions to this agenda.
7. DESIGNATION OF A LOCALLY PREFERRED ALTERNATIVE'F.OR THE STATE
ROUTE 91 CORRIDOR IMPROVEMENT PROJECT
Khalid Bazmi, Toll Projects Manager, presented the designation of a locally
preferred alternative for the SR-91 corridor improvement project (SR-91 CIP).
Anne Mayer, Executive Director, discussed the advantages of designating a
locally preferred alternative.
At Commissioner Malcolm Miller's request, Khalid Bazmi clarified the project
limits and the 91/15 interchange design elements.
At Commissioner Buster's request, Khalid Bazmi provided additional
information on project phasing.
Anne Mayer noted that due to the cost and magnitude of the project, the
Commission is deferring additional phases of the project until funding
becomes available.
M/S/C (Ashley/Farnam) to:
1) Designate Alternative 2, the General Purpose (GP) + Express
Lanes alternative, as the Commission's locally preferred
alternative for the SR-91 CIP; and
2) Forward to the Commission for final action.
8. AGREEMENT WITH LSA ASSOCIATES, INC. AND ICF INTERNATIONAL FOR
ON -CALL ENVIRONMENTAL CONSULTING SERVICES
Lisa DaSilva, Capital Projects Manager, presented a brief overview of the
agreement with LSA Associates, Inc. and ICF International for on -call
environmental consulting services.
M/S/C (Farnam/DiMemmo) to:
1) Award the following agreements to provide on -call
environmental consulting services for a three-year term in an
amount not to exceed $600,000 each, for a total aggregate
amount of $1,200,000:
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R C T C W R C P r o g r a m s a n d P r o j e c t s C o m m i t t e e M i n u t e s
M a y 2 4 , 2 0 1 0
P a g e 3
a ) A g r e e m e n t N o . 1 0 - 3 1 - 0 8 3 - 0 0 t o L S A A s s o c i a t e s , I n c ;
a n d
b ) A g r e e m e n t N o . 1 0 - 3 1 - 1 0 1 - 0 0 t o I C F I n t e r n a t i o n a l ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t s o n b e h a l f o f t h e C o m m i s s i o n ;
3 ) . A u t h o r i z e t h e E x e c u t i v e D i r e c t o r , t o e x e c u t e t a s k o r d e r s
a w a r d e d t o t h e s e c o n s u l t a n t s u n d e r t h e t e r m s o f t h e
a g r e e m e n t s ; a n d
4 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
9 . A M E N D M E N T S T O A G R E E M E N T S W I T H D A V I D E V A N S & A S S O C I A T E S ,
P R O J E C T D E S I G N C O N S U L T A N T S , A N D P S O M A S F O R O N - C A L L R I G H T O F
W A Y E N G I N E E R I N G A N D S U R V E Y I N G S E R V I C E S
M i n S a y s a y , R i g h t o f W a y M a n a g e r , p r e s e n t e d a n o v e r v i e w o f t h e
a m e n d m e n t s t o t h e a g r e e m e n t s w i t h D a v i d E v a n s & A s s o c i a t e s , P r o j e c t
D e s i g n C o n s u l t a n t s , a n d P s o m a s f o r o n - c a l l r i g h t o f w a y e n g i n e e r i n g a n d
s u r v e y i n g s e r v i c e s .
M / S / C ( F a r n a m / F l i c k i n g e r ) t o :
1 )
A p p r o v e t h e f o l l o w i n g a g r e e m e n t s f o r o n - c a l l r i g h t o f w a y
e n g i n e e r i n g a n d s u r v e y i n g s e r v i c e s f o r t h e a g g r e g a t e a m o u n t o f
$ 4 5 0 , 0 0 0 ;
a )
b )
N o . 0 7 - 3 3 - 1 4 3 - 0 1 , A m e n d m e n t N o . 1 t o
N o . 0 7 - 3 3 - 1 4 3 - 0 0 , w i t h D a v i d E v a n s &
N o . 0 7 - 3 3 - 1 4 5 - 0 1 , A m e n d m e n t N o . 1 t o
N o . 0 7 - 3 3 - 1 4 5 - 0 0 , w i t h P r o j e c t D e s i g n
C o n s u l t a n t s ; a n d
c ) A g r e e m e n t N o . 0 7 - 3 3 - 1 4 4 - 0 2 , A m e n d m e n t N o . 1 t o
A g r e e m e n t N o . 0 7 - 3 3 - 1 4 4 - 0 0 , w i t h P s o m a s ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t s o n b e h a l f o f t h e C o m m i s s i o n ; a n d
3 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
A g r e e m e n t
A g r e e m e n t
A s s o c i a t e s ;
A g r e e m e n t
A g r e e m e n t
1 0 . P R O P O S E D M E T R O L I N K B U D G E T F O R F I S C A L Y E A R 2 0 1 0 / 1 1
S h e l d o n P e t e r s o n , R a i l M a n a g e r , p r e s e n t e d t h e p r o p o s e d M e t r o l i n k b u d g e t
f o r f i s c a l y e a r 2 0 1 0 / 1 1 .
A n n e M a y e r a n n o u n c e d t h e n e w M e t r o l i n k C E O , J o h n F e n t o n , w i l l b e
a t t e n d i n g t h e J u l y C o m m i s s i o n m e e t i n g .
RCTC WRC Programs and Projects Committee Minutes
May 24, 2010
Page 4
At Commissioner Bonnie Flickinger's request, Sheldon Peterson clarified the •
fare policy changes.
At Commissioner Botts' request, Sheldon Peterson discussed the issues
regarding the use of inward -facing cameras as a safety -measure.
In response to Commissioner Wallace Edgerton's question regarding an
optimal farebox recovery ratio, Sheldon Peterson discussed various types of
services and the corresponding farebox recovery ratios, noting the factors
that influence those ratios.
Anne Mayer discussed the equity issue between service types and how it
will impact future service decisions.
MIS/C (Farnam/Edgerton) to:
1) Adopt the preliminary FY 2010/11 Metrolink operating and
capital budget;
2) Allocate the Commission's funding commitment to the Southern
California Regional Rail Authority (SCRRA) in an amount not to
exceed of $8 million including contingency, in Local
Transportation Fund (LTF) funds for train operations and
maintenance of way, and $1,224,700 for capital projects to be
funded by Federal Transit Administration (FTA) Section 5307
funds; and
3) Forward to the Commission to final action.
11. AMENDMENT TO COMMISSION'S COMMUTER RAIL PROGRAM FISCAL
YEAR 2006/07 AND FISCAL YEAR 2009/10 SHORT RANGE TRANSIT
PLANS
Henry Nickel, Staff Analyst, presented an overview of the amendment to the
Commission's Commuter Rail Program FYs 2006/07 and 2009/10 short
range transit plans.
M/S/C (Farnam/Miller) to:
1) Amend the FY 2006/07 Short Range Transit Plan (SRTP) to
reflect a reallocation of $4 million in Federal Transit
Administration (FTA) Section 5307 program funds originally
approved for the North Main Corona parking structure to the
Perris Valley Line (PVL) project;
2) Amend the Commission's Commuter Rail Program's FY
2009/10 SRTP to reflect allocation of $9.975 million in FTA
•
•
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"
R C T C W R C P r o g r a m s a n d P r o j e c t s C o m m i t t e e M i n u t e s
M a y 2 4 , 2 0 1 0
P a g e 5
S e c t i o n 5 3 0 9 p r o g r a m f u n d s a n d d e o b l i g a t i o n o f $ 8 . 8 m i l l i o n i n
L o c a l T r a n s p o r t a t i o n F u n d ( L T F ) f u n d s a n d $ 1 . 1 7 5 m i l l i o n i n
S t a t e T r a n s i t A s s i s t a n c e ( S T A ) f u n d s f o r t h e S o u t h e r n C a l i f o r n i a
R e g i o n a l R a i l A u t h o r i t y ( S C R R A ) r a i l c a r p r o c u r e m e n t p r o j e c t
a n d r e d u c t i o n o f L T F C a p i t a l I m p r o v e m e n t P r o g r a m e x p e n d i t u r e s
b y $ 4 8 0 , 0 0 0 ;
3 ) A p p r o v e r e d u c t i o n s t o b u d g e t e d r e v e n u e s a n d e x p e n d i t u r e s i n
t h e L T F , S T A , R a i l O p e r a t i o n s , a n d R a i l C a p i t a l f u n d s ; a n d
4 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
1 2 . F I S C A L Y E A R 2 0 1 0 / 1 1 M E A S U R E A C O M M U T E R A S S I S T A N C E B U S P O O L
S U B S I D Y F U N D I N G C O N T I N U A T I O N R E Q U E S T S
J i l l i a n E d m i s t o n , S t a f f A n a l y s t , p r e s e n t e d a b r i e f o v e r v i e w o f t h e
F Y 2 0 1 0 / 1 1 M e a s u r e A c o m m u t e r a s s i s t a n c e b u s p o o l s u b s i d y f u n d i n g
c o n t i n u a t i o n r e q u e s t s .
A t C o m m i s s i o n e r B o t t s r e q u e s t , J i l l i a n E d m i s t o n c l a r i f i e d t h e b u d g e t i n c l u d e s
f u n d i n g f o r t w o n e w b u s p o o l s t h a t s t a f f w i l l b e w o r k i n g t o d e v e l o p a l o n g
S R - 9 1 .
M / S / C ( F l i c k i n g e r / D i M e m m o ) t o :
1 )
2 )
3 )
A u t h o r i z e p a y m e n t o f $ 1 , 6 4 5 / m o n t h m a x i m u m p e r b u s p o o l f o r
t h e p e r i o d J u l y 1 , 2 0 1 0 t o J u n e 3 0 , 2 0 1 1 t o t h e e x i s t i n g
C o r o n a , M i r a L o m a , a n d R i v e r s i d e b u s p o o l s ;
R e q u i r e s u b s i d y r e c i p i e n t s t o m e e t m o n t h l y
r e q u i r e m e n t s a s s u p p o r t i n g d o c u m e n t a t i o n t o
a n d
F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
1 3 . - I T E M ( S ) P U L L E D F R O M C O N S E N T C A L E N D A R A G E N D A
T h e r e w e r e n o i t e m s p u l l e d f r o m t h e c o n s e n t c a l e n d a r .
1 4 . C O M M I S S I O N E R S / S T A F F R E P O R T
b u s p o o l r e p o r t i n g
r e c e i v e p a y m e n t s ;
1 4 A . A n n e M a y e r u p d a t e d t h e C o m m i t t e e r e g a r d i n g t h e a c t i o n s o f t h e
C a l i f o r n i a T r a n s p o r t a t i o n C o m m i s s i o n r e g a r d i n g t h e E a s t J u n c t i o n ,
1 - 1 5 i n M u r r i e t a , a n d 1 - 1 0 D a t e P a l m i n t e r c h a n g e s h a v e a l l r e c e i v e d
f u n d i n g a n d c o n s t r u c t i o n w i l l b e g i n t h i s s u m m e r .
RCTC WRC Programs and Projects Committee Minutes
May 24, 2010
Page 6
15. ADJOURNMENT
There being no further business for consideration by the Western Riverside
County Programs and Projects Committee, the meeting was adjourned at
2:28 p.m.
Respectfully submitted,
jurveZ,431_,C.: a:taer.c14-,--
Jennifer Harmon
Clerk of the Board
•
•
•
AGENDA ITEM 7
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"
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R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M / S S / O N
D A T E :
J u n e 2 8 , 2 0 1 0
T O :
W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e
F R O M :
M i c h a e l B l o m q u i s t , T o l l P r o g r a m D i r e c t o r
T H R O U G H :
A n n e M a y e r , E x e c u t i v e D i r e c t o r
S U B J E C T :
S t a t e R o u t e 9 1 T r a f f i c a n d R e v e n u e S t u d y S e r v i c e s
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
1 ) A w a r d A g r e e m e n t N o . 1 0 - 3 1 - 0 9 9 - 0 0 t o S t a n t e c C o n s u l t i n g S e r v i c e s , I n c .
( S t a n t e c ) t o p r o v i d e a n i n v e s t m e n t - g r a d e t r a f f i c a n d r e v e n u e s t u d y f o r t h e
S R - 9 1 C o r r i d o r I m p r o v e m e n t P r o j e c t ( S R - 9 1 C I P ) . A t t h i s t i m e , t h e c o n t r a c t
i s s t i l l i n n e g o t i a t i o n s a n d s t a f f e x p e c t s t o b r i n g a f i n a l c o n t r a c t t o e i t h e r t h e
C o m m i t t e e o r t h e C o m m i s s i o n m e e t i n g ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ;
3 �% A u t h o r i z e t h e E x e c u t i v e D i r e c t o r t o a p p r o v e c o n t i n g e n c y w o r k u p t o t h e t o t a l
n o t t o e x c e e d a m o u n t a s r e q u i r e d f o r t h e a g r e e m e n t ; a n d
4 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T I O N :
P r o j e c t D e s c r i p t i o n
T h e S R - 9 1 C I P i s p a r t o f t h e C o m m i s s i o n ' s 2 0 0 9 M e a s u r e A W e s t e r n C o u n t y
H i g h w a y 1 0 - Y e a r D e l i v e r y P l a n . T h e S R - 9 1 C I P w i l l w i d e n t h e S R - 9 1 f r e e w a y w i t h
a n e w g e n e r a l p u r p o s e l a n e f r o m I n t e r s t a t e 1 5 t o t h e O r a n g e C o u n t y l i n e , i m p r o v e
r a m p s a n d l o c a l i n t e r c h a n g e s t h r o u g h o u t C o r o n a , r e c o n s t r u c t p o r t i o n s o f t h e 9 1 / 1 5
i n t e r c h a n g e , a n d e x t e n d t h e e x i s t i n g 9 1 E x p r e s s L a n e s ( t o l l l a n e s ) i n t o R i v e r s i d e
C o u n t y .
P r o j e c t F u n d i n g P l a n
T h e p r o p o s e d p r o j e c t f u n d i n g p l a n c o n s i s t s o f t h r e e k e y s o u r c e s :
1 ) T o l l R e v e n u e B o n d s - I s s u e d b y t h e C o m m i s s i o n a n d r e p a i d f r o m n e t p r o j e c t
r e v e n u e s .
2 ) T r a n s p o r t a t i o n I n f r a s t r u c t u r e F i n a n c e a n d I n n o v a t i o n A c t ( T I F I A ) L o a n -
S u b o r d i n a t e d e b t t o t h e t o l l r e v e n u e b o n d s t o b e o b t a i n e d b y t h e
A g e n d a I t e m 7
1
Commission from the US Department of Transportation TIFIA program and
repaid from net project revenues.
31 Commission Contribution — To be funded by the Commission from Measure
A sales tax revenues, both on a "pay-as-you-go" basis and through sales tax
revenue commercial paper and bonds issued by the Commission.
The successful sale of toll revenue bonds is dependent on many factors including
the preparation of an investment -grade traffic and revenue study. This traffic and
revenue study needs to support the Commission obtaining investment -grade toll
revenue bond ratings from Moody's Investor Service (Moody's), Fitch Ratings
(Fitch), and/or Standard & Poor's Rating Service (S+P).
Selection Process
A request for qualifications (RFQ) for consulting services associated with the
development of an investment -grade traffic and revenue study for the SR-91 CIP
was issued on May 11, 2010. The selection criteria in the RFQ included the
following requirements and/or considerations:
• Recent traffic and revenue studies that supported a bond issuer who has
successfully obtained investment -grade toll revenue bond ratings from
Moody's, Fitch, and/or S+P;
• Recent experience in preparing traffic and revenue studies for high -
occupancy toll or express lane projects;
• Experience in performing work on projects of similar scope and complexity;
• Knowledge of the SR-91 corridor, regional traffic, and adjoining toll facilities;
and
• Qualifications of project staff, particularly the project manager.
Four firms—Halcrow Consulting, Inc. (Halcrow), Hatch Mott MacDonald, Stantec,
and Wilbur Smith Associates — submitted statements of qualification (SOQ) prior to
the June 3 deadline.
An evaluation committee was appointed to review the SOQs received and to
conduct firm interviews. The evaluation committee members included
representatives from Commission staff and the SR-91 CIP's financial advisory and
project construction management teams. Based on the committee's evaluation of
written SOQ submittals, and pursuant to the terms of the RFQ, the committee
shortlisted two of the four offerors and invited those firms to the interview portion
of the evaluation and selection process. The short listed firms included:
• Stantec
• Wilbur Smith Associates
Agenda Item 7
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2
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I n t e r v i e w s w i t h t h e a b o v e - r e f e r e n c e d f i r m s w e r e c o n d u c t e d o n J u n e 1 6 a n d a f t e r
f i n a l s c o r i n g b y t h e e v a l u a t i o n c o m m i t t e e , S t a n t e c w a s d e t e r m i n e d t o b e t h e m o s t
q u a l i f i e d a m o n g t h e t w o f i r m s . T h e t h i r d a n d f o u r t h m o s t q u a l i f i e d f i r m s w e r e
H a l c r o w a n d H a t c h M o t t M a c D o n a l d , r e s p e c t i v e l y .
C o m m i s s i o n s t a f f r e q u e s t e d t h a t S t a n t e c s u b m i t a c o s t p r o p o s a l a n d s c h e d u l e o f
s e r v i c e s f o r t h e d e v e l o p m e n t o f a n i n v e s t m e n t - g r a d e t r a f f i c a n d r e v e n u e s t u d y f o r
t h e S R - 9 1 C I P . A t t h i s t i m e , t h e c o n t r a c t i s s t i l l i n n e g o t i a t i o n s a n d s t a f f e x p e c t s
t o b r i n g a f i n a l c o n t r a c t t o e i t h e r t h e C o m m i t t e e o r t h e C o m m i s s i o n m e e t i n g .
B a s e d o n t h e f o r e g o i n g e v a l u a t i o n p r o c e s s , s t a f f r e c o m m e n d s S t a n t e c f o r c o n t r a c t
a w a r d a s i t w a s d e t e r m i n e d t o b e t h e h i g h e s t r a n k e d f i r m a m o n g t h e f o u r
p a r t i c i p a t i n g f i r m s . S i g n i f i c a n t f a c t o r s f o r t h i s r a t i n g i n c l u d e t h e f o l l o w i n g :
" E x t e n s i v e a n d r e c e n t e x p e r i e n c e p e r f o r m i n g t r a f f i c a n d r e v e n u e s t u d i e s b o t h
w i t h i n t h e S R - 9 1 c o r r i d o r a n d t h r o u g h o u t S o u t h e r n C a l i f o r n i a f o r t h e
C o m m i s s i o n , O r a n g e C o u n t y T r a n s p o r t a t i o n A u t h o r i t y , T r a n s p o r t a t i o n
C o r r i d o r A g e n c i e s , S a n B e r n a r d i n o A s s o c i a t e d G o v e r n m e n t s , a n d S a n D i e g o
A s s o c i a t i o n o f G o v e r n m e n t s ;
" T o p n o t c h , n a t i o n a l l y - r e c o g n i z e d e x p e r t s i n p e r f o r m i n g i n v e s t m e n t - g r a d e
t r a f f i c a n d r e v e n u e s t u d i e s a n d e x p e r i e n c e d t e a m a s s e m b l e d t o p r o v i d e
s e r v i c e s ;
" S u p e r i o r u n d e r s t a n d i n g o f t h e C o m m i s s i o n ' s t o l l p r o g r a m , r e c e n t t r a f f i c a n d
r e v e n u e s t u d y e f f o r t s f o r t h e C o m m i s s i o n , a n d S R - 9 1 c o r r i d o r d e m a n d a n d
p r i c i n g r e l a t i o n s h i p s ; a n d
" A b i l i t y t o i m m e d i a t e l y c o m m e n c e i n v e s t m e n t - g r a d e w o r k b y u s i n g t h e
e x i s t i n g t r a f f i c a n d r e v e n u e m o d e l a n d r e l a t e d e x p e r i e n c e a n d r e s o u r c e s .
S t a f f R e c o m m e n d a t i o n
S t a f f r e c o m m e n d s t h e C o m m i s s i o n a w a r d A g r e e m e n t N o . 1 0 - 3 1 - 0 9 9 - 0 0 t o S t a n t e c
t o p r o v i d e a n i n v e s t m e n t - g r a d e t r a f f i c a n d r e v e n u e s t u d y f o r t h e S R - 9 1 C I P . A t
t h i s t i m e , t h e c o n t r a c t i s s t i l l i n n e g o t i a t i o n s a n d s t a f f e x p e c t s t o b r i n g a f i n a l
c o n t r a c t t o e i t h e r t h e C o m m i t t e e o r t h e C o m m i s s i o n m e e t i n g .
F u r t h e r , s t a f f r e c o m m e n d s t h a t t h e C o m m i s s i o n a u t h o r i z e t h e C h a i r , p u r s u a n t t o
l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n a n d
a u t h o r i z e t h e E x e c u t i v e D i r e c t o r t o a p p r o v e c o n t i n g e n c y w o r k u p t o t h e t o t a l n o t t o
e x c e e d a m o u n t a s r e q u i r e d f o r t h e a g r e e m e n t .
A g e n d a I t e m 7
Financial Information
In Fiscal Year Budget:
Yes
N/A
Year:
FY 2010/11
FY 2011/12
Amount:
$TBD_
$ TBD
Source of Funds:
Commercia Paper and
2009 Measure A
Budget Adjustment:
No
N/A
GUProject Accounting No.:
003028 65520 00009 0000 262 31 65520
Fiscal Procedures Approved:
\44,14,,0„1
Date:
06/16/10
Agenda Item 7
4
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A G E N D A I T E M 8
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 2 8 , 2 0 1 0
T O :
W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e
F R O M :
K h a l i d B a z m i , T o l l P r o j e c t M a n a g e r
T H R O U G H :
M i c h a e l B l o m q u i s t , T o l l P r o g r a m D i r e c t o r
S U B J E C T :
A m e n d m e n t t o A g r e e m e n t f o r O n - C a l l S t r a t e g i c P a r t n e r s h i p
A d v i s o r S e r v i c e s w i t h . K P M G C o r p o r a t e F i n a n c e , L L C
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
1 ) A p p r o v e A g r e e m e n t N o . 0 6 - 6 6 - 0 2 6 - 0 8 , A m e n d m e n t N o . 7 t o
A g r e e m e n t 0 6 - 6 6 - 0 2 6 - 0 0 , f o r t o l l f e a s i b i l i t y a n d s t r a t e g i c p a r t n e r s h i p a d v i s o r
s e r v i c e s w i t h K P M G C o r p o r a t e F i n a n c e , L L C I K P M G ) f o r t h e I n t e r s t a t e 1 5
C o r r i d o r I m p r o v e m e n t P r o j e c t ( 1 - 1 5 C I P ) f o r t h e a m o u n t o f $ 2 5 0 , 0 0 0 ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ; a n d
3 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T I O N :
I n F e b r u a r y 2 0 0 6 , t h e C o m m i s s i o n e n t e r e d i n t o a n a g r e e m e n t w i t h K P M G f o r t h e
p u r p o s e o f p r o v i d i n g s t r a t e g i c p a r t n e r s h i p a d v i s o r s e r v i c e s f o r p r o j e c t f i n a n c i n g
a l t e r n a t i v e s a n d e v a l u a t i o n o f p o t e n t i a l t o l l r o a d c o r r i d o r s i n R i v e r s i d e C o u n t y .
T h e p r o j e c t a p p r o v a l a n d e n v i r o n m e n t a l d o c u m e n t ( P A / E D ) w o r k p h a s e c o m p l e t i o n
f o r t h e S R - 9 1 a n d 1 - 1 5 C I P s i s s c h e d u l e d f o r 2 0 1 1 a n d 2 0 1 2 , r e s p e c t i v e l y , u n d e r
s e p a r a t e a g r e e m e n t s w i t h e n g i n e e r i n g f i r m s .
D u r i n g t h e l a s t 1 8 m o n t h s , K P M G h a s c o m p l e t e d t h e f o l l o w i n g t a s k s :
" P e r f o r m e d l e v e l o n e a n d l e v e l t w o t o l l f e a s i b i l i t y a n a l y s e s f o r t h e S R - 9 1 C I P
a n d l e v e l o n e t o l l f e a s i b i l i t y a n a l y s i s f o r t h e 1 - 1 5 C I P ;
" F i n a n c i a l a n a l y s i s f o r t h e p o t e n t i a l d e v e l o p m e n t o f a p u b l i c - p r i v a t e
p a r t n e r s h i p ( P 3 ) o n t h e S R - 9 1 C I P t o e n h a n c e r e v e n u e p r o d u c i n g
o p p o r t u n i t i e s ; a n d
" A n a l y s i s o f f i n a n c i a l m o d e l i n g s c e n a r i o s f o r t h e S R - 9 1 C I P i n c l u d i n g a n
a v a i l a b i l i t y p a y m e n t m o d e l .
A g e n d a I t e m 8
5
The continued services of KPMG are desirable to support the PA/ED work and to
assist the Commission in successfully moving these projects forward into the
design, construction, and operation phases. The major tasks of KMPG's scope of
work will include:
• Providing financial analysis to assess project feasibility and subsequent
transaction structuring;
• Periodic updating of financial analyses to confirm viability of 1-15 CIP as cost
and project scope are developed and updated. These analyses typically
include reviews of revenue, cost, and schedule inputs from the engineering
team; modifications to the financing strategy; and changes to the project
phasing or scope and sensitivity runs to determine the impact of variances in
demand, construction costs, and general inflation;
• Providing level two toll feasibility analysis for several sections of the
1-15 CIP, including: Area A-Cajalco Road to Hidden Valley Parkway, Area B-
EI Cerrito Road to SR-60, and Area C-Indian Truck Trail Road to Hidden
Valley Parkway; and
• Preparing financial analysis for the potential development of a P3 on the
1-15 CIP to enhance revenue producing opportunities.
The additional financial advisory services required and outlined above will be
provided by KPMG for $250,000. Staff anticipates expending this amount through
FY 2010/11. The amount is included in the FY 2010/11 budget. This will bring
the total contract amount to $1,474,736.
Financial Information
In Fiscal Year Budget:
Yes
Year:
FY 2010/11
Amount:
$250,000
Source of Funds:
2009 Measure A
Budget Adjustment:
No
GL/Project Accounting No.:
003027 00000
0000
262 31 65520
Fiscal Procedures Approved:
\14114,44ivjdijn,i
Date:
06/16/10
Attachment: Draft Agreement No. 06-66-026-08
Agenda Item 8
•
•
•
Agreement No. 06-66-026-08
AMENDMENT NO. 7
TO
AGREEMENT FOR STRATEGIC PARTNERSHIP
ADVISOR SERVICES
1. PARTIES AND DATE
This Amendment No. 7 to the Agreement for Strategic Partnership Advisor
Services is made and entered into this day of , 2010 by and between the
RIVERSIDE COUNTY TRANSPORTATION COMMISSION ("Commission") and KPMG
Corporate Finance LLC ("Consultant").
2. RECITALS
2.1 The Commission and the Consultant have entered into an agreement
dated February 8, 2006 for the purpose of providing Strategic Partnership
Advisor Services (the "Master Agreement") for a total compensation of
$ 200,000.
2.2 The Commission and the Consultant have entered into Amendment No. 1
to the Master Agreement, dated November 14, 2006 for the purpose of
providing additional compensation ($105,000) for the ongoing provision
of Strategic Partnership Advisor Services and extending the term of the
Master Agreement until January 31, 2008.
2.3 The Commission and the Consultant have entered into Amendment No. 2
to the Master Agreement dated February 14, 2007 for the purpose of
providing additional compensation ($340,000) for the ongoing provision
of Strategic Partnership Advisor Services.
2.4 The Commission and the Consultant have entered into Amendment No. 3
to the Master Agreement dated January 31, 2008 for the purpose of
extending the term of the Master Agreement until February 9, 2012.
2.5 The Commission and the Consultant have entered into Amendment No. 4
to the Master Agreement dated July 11, 2008 for the purpose of making
consulting services available to the San Bernardino Associated
Governments through the Master Agreement.
2.6 The Commission and the Consultant have entered into Amendment No. 5
to the Master Agreement dated November 12, 2008 for the purpose of
KPMG Amendment No. 7 (RCTC Doc. No. 06-66-026-08) Page 1
7
providing additional compensation 0250,0001 for the ongoing provision
of Strategic Partnership Advisor Services.
2.7 The Commission and the Consultant have entered into Amendment No. 6
to the Master Agreement dated October 28, 2009 for the purpose of
providing additional compensation ($329,736) for the ongoing provision
of Strategic Partnership Advisor Services.
2.8 The parties now desire to amend the Master Agreement to provide
additional compensation for the continued provision of Strategic
Partnership Advisor Services, as described in Attachments #1, #2, #3,
and #4, hereto.
TERMS
2.9 The maximum compensation under the Master Agreement, as previously
amended, is hereby increased by Two Hundred and Fifty Thousand
Dollars ($250,000).
2.10The total contract value for the Master Agreement, as heretofore
amended, shall not exceed One Million, Four Hundred and Seventy Four
Thousand, Seven Hundred Thirty Six Dollars ($1,474,736).
2.11 Consultant shall continue to provide the Services described in
Attachments #1, #2, #3 and #4, hereto, as directed by the
Commission.
2.12 "Section 3.12.6 is amended to read as follows:
Section 3.12.6 Verification of Coverage. Consultant shall
furnish Commission with original certificates of insurance
effecting coverage required by this Agreement on forms
satisfactory to the Commission. The certificates for each
insurance policy shall be signed by a person authorized by that
insurer to bind coverage on its behalf. All certificates must be
received and approved by the Commission before work
commences."
2.13Except as amended by this Amendment, all provisions of the Master
Agreement, as amended by Amendments No. 1 through No. 6,
including without limitation the indemnity and insurance provisions,
shall remain in full force and effect and shall govern the actions of the
parties under this Amendment.
KPMG Amendment No. 7 (RCTC Doc. No. 06-66-026-08) Page 2
8
SIGNATURE PAGE
TO
AMENDMENT NO. 7
TO AGREEMENT FOR STRATEGIC PARTNERSHIP
ADVISOR SERVICES
IN WITNESS WHEREOF, the parties hereto have executed the Agreement on the
date first herein above written.
RIVERSIDE COUNTY KPMG Corporate Finance
TRANSPORTATION COMMISSION LLC
By:
Bob Buster, Chair Signature
APPROVED AS TO FORM:
By:
Best, Best & Krieger LLP
General Counsel
Name
Title
KPMG Amendment No. 7 (RCTC Doc. No. 06-66-026-08) Page 3
9
"
"
"
K P M G C o n t r a c t # 0 6 - 6 6 - 0 2 6 - 0 8
S c o p e o f W o r k , A m e n d m e n t # 7
S e c t i o n L T a s k s . A s a m e m b e r o f t h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
( R C T C ) t o l l i n g t e a m , K P M G w i l l p a r t i c i p a t e a n d a d v i s e a s a p p r o p r i a t e r e g a r d i n g t h e f o l l o w i n g
t a s k s :
1 W o r k s h o p s , c o n f e r e n c e c a l l s o r m e e t i n g s w i t h R C T C a n d o t h e r m e m b e r s o f t h e t o l l i n g t e a m
t o f u r t h e r d e f i n e t h e p r o j e c t ( s ) a n d a s s i s t i n a n a l y z i n g p o t e n t i a l d e v e l o p m e n t a p p r o a c h e s .
2 W o r k w i t h R C T C s t a f f a n d o t h e r m e m b e r s o f t h e t o l l i n g t e a m t o a n a l y z e t h e I - 1 5 a n d / o r
o t h e r r e q u e s t e d p r o j e c t ( s ) u s i n g t h e " b a s e c a s e " p r o c u r e m e n t m o d e l ( i . e . , D e s i g n - B u i l d )
s e l e c t e d b y R C T C f o r a s s e s s m e n t .
" I n c o n s u l t a t i o n w i t h R C T C s t a f f a n d o t h e r m e m b e r s o f t h e t o l l i n g t e a m , a n a l y z e a
p r e l i m i n a r y f i n a n c i n g s t r a t e g y b a s e d o n a s s o c i a t e d a s s u m p t i o n s f r o m s i m i l a r p r o j e c t s .
" O b t a i n i n p u t s d e v e l o p e d b y o t h e r m e m b e r s o f t h e p r o j e c t t e a m s a n d i n c o r p o r a t e t h e m i n t o
t h e f i n a n c i a l a n a l y s i s . I n p u t s t h a t w i l l n e e d t o b e p r o v i d e d i n c l u d e t i m i n g o f p h a s e s ,
a n t i c i p a t e d t r a f f i c a n d r e v e n u e , c a p i t a l c o s t s , o p e r a t i n g c o s t s .
" R e v i e w a l l a s s u m p t i o n s a n d i n p u t s w i t h R C T C a n d r e c e i v e a p p r o v a l o f s u c h i n p u t s a n d
a s s u m p t i o n s .
" U n d e r t a k e f i n a n c i a l a n a l y s e s t o a s s e s s t h e e s t i m a t e d p u b l i c s e c t o r c o n t r i b u t i o n t o t h e
p r o j e c t ( s ) . R e f i n e a n d / o r u p d a t e t h e f i n a n c i a l a n a l y s e s , a s r e q u e s t e d b y R C T C .
3 A s r e q u e s t e d , p e r f o r m s e n s i t i v i t y a n a l y s i s o f t h e k e y b a s e c a s e a n a l y s i s a s s u m p t i o n s , f o r
e x a m p l e , c h a n g e s i n d e m a n d ( r e v e n u e ) , i n t e r e s t r a t e s a n d c o s t s .
4 W o r k w i t h R C T C s t a f f a n d o t h e r m e m b e r s o f t h e t o l l i n g t e a m t o a n a l y z e t h e I - 1 5 a n d / o r
o t h e r p r o j e c t ( s ) u s i n g o n e o r m o r e " P 3 " p r o c u r e m e n t m o d e l ( s ) ( e . g . , D B F O M , D B F O ,
D B F M ) s e l e c t e d b y R C T C f o r a s s e s s m e n t .
" I n c o n s u l t a t i o n w i t h R C T C s t a f f a n d o t h e r m e m b e r s o f t h e t o l l i n g t e a m , a n a l y z e a
p r e l i m i n a r y f i n a n c i n g s t r a t e g y b a s e d o n a s s o c i a t e d a s s u m p t i o n s f r o m s i m i l a r p r o j e c t s .
" O b t a i n i n p u t s d e v e l o p e d b y o t h e r m e m b e r s o f t h e p r o j e c t t e a m s a n d i n c o r p o r a t e t h e m i n t o
t h e f i n a n c i a l a n a l y s i s . I n p u t s t h a t w i l l n e e d t o b e p r o v i d e d i n c l u d e t i m i n g o f p h a s e s ,
a n t i c i p a t e d t r a f f i c a n d r e v e n u e , c a p i t a l c o s t s , o p e r a t i n g c o s t s .
" U n d e r t a k e f i n a n c i a l a n a l y s e s t o a s s e s s t h e e s t i m a t e d p u b l i c s e c t o r c o n t r i b u t i o n t o t h e
p r o j e c t ( s ) . R e f i n e a n d / o r u p d a t e t h e f i n a n c i a l a n a l y s e s , a s r e q u e s t e d b y R C T C .
5 A s r e q u e s t e d , p e r f o r m s e n s i t i v i t y a n a l y s i s o f t h e k e y P 3 a n a l y s i s a s s u m p t i o n s , f o r e x a m p l e ,
c h a n g e s i n d e m a n d ( r e v e n u e ) , i n t e r e s t r a t e s a n d c o s t s .
6 D r a f t r e p o r t s a n d p r e s e n t a t i o n s r e g a r d i n g r e s u l t s o f f i n a n c i a l a n a l y s e s . ( S e e S e c t i o n 3 .
D e l i v e r a b l e s , b e l o w . )
7 P a r t i c i p a t e i n c a l l s , m e e t i n g s , a n d / o r w o r k s h o p s t o d i s c u s s r e s u l t s .
1 0
8 Assist in the development of preliminary schedules for project delivery, including pre -
procurement and procurement.
9 Assist in identifying near -term, mid-term and long-term issues, steps and "to-do" items that
are consistent with preliminary project schedules.
10 Undertake any other agreed -to activities related to the project(s) directed by RCTC as
provided for within the budget identified in Attachment 3.
Section 2. Client Participation and Responsibilities. During the development of this
Statement of Work, we have been guided by certain assumptions about the project scope, and
level of RCTC's involvement and support.
2.1. RCTC. Support. We will require the support of RCTC's personnel in order
to achieve timely completion of the project. Support includes, but is not limited to, the
collection of all relevant documents (paper or electronic) and the scheduling of and
coordination of meetings.
2.2 Project Management. RCTC will designate a management level individual to
oversee the conduct of this project, including coordination of RCTC resources needed and
review of draft deliverables. RCTC personnel assigned to the project will review draft
deliverables on a timely basis.
Section 3. Deliverables At the request of RCTC, KPMG shall provide draft summaries of
the results of each financial analysis, in writing, whether as a separate deliverable or as part of a
collaborative work product with RCTC and/or other technical and legal advisors.
The draft deliverables will be provided to RCTC for review, comment and approval prior
to final delivery. KPMG may send final reports/deliverables electronically for RCTC's
convenience. However, only the final hard -copy report should be viewed as our work product.
The deliverables presented as part of this engagement are for the internal use of RCTC and
are not to be relied upon by third parties, in whole or in part, or used for any other purpose. We
disclaim any intention or obligation to update or revise the observations whether as a result of
new information, future events or otherwise. Should additional documentation or other
information become available which impacts upon the observations reached in our deliverables,
we reserve the right to amend our observations and summary documents accordingly.
Section 4. Other Matters. KPMG will provide our services in accordance with the
terms and conditions of Statement of Work. Such services are not intended to be an audit,
examination, attestation, special report or agreed -upon procedures engagement as those services
are defined in American Institute of Certified Public Accountants (AICPA) literature applicable
to such engagements conducted by independent auditors. Accordingly, these services will not
result in the issuance of a written communication to third parties by KPMG directly reporting on
financial data or internal control or expressing a conclusion or any other form of assurance.
11
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"
K P M G C o n t r a c t # 0 6 - 6 6 - 0 2 6 - 0 8
S c h e d u l e , A m e n d m e n t # 7
K P M G w i l l p e r f o r m t h e s c o p e o f w o r k i n t i m e - f r a m e c o n s i s t e n t w i t h t h e s c h e d u l e f o r a n a l y s i s
r e q u e s t e d b y R C T C . T h i s s c h e d u l e f o r t h e I - 1 5 P r o j e c t S t u d y A r e a B i s d e s c r i b e d i n A t t a c h m e n t
# 3 . T h e s c h e d u l e f o r a d d i t i o n a l a n a l y s e s w i l l b e d e t e r m i n e d u p o n R C T C ' s r e q u e s t .
1 2
KPMG Contract #06-66-026-08
Project Bud et, Amendment #7
Riverside County Transportation Comm i$5100
KPMG 2010.11 Workplan and Budget
1.15 Project
�tl"14'+f Ni�'u}Y Fir"S k'A iS i1r' A a§ q ✓ �'T3l1119�a
`r
a`+y1'it9a
p1aD':g.
1�..Lr S�:h#n .r�. t��k �...x .. Y'•L �i 8Yt t a �� ".s",4 .*M
.#=.S1A��i .}�w:'..�u.
.•Hc� YY4
_ �l.'wOnx "i'^.'"
l Reconcile Input (review. identify issues: discuss with team: review any changes) June
1.0
3.0
5.0
9.0
Rsdonn pe9minary cash flow analysis June
2.0
20
5.0
9.0
I Carnage financing assumptions for diem review and approval June
2.0
2.0
2.0
6.0
Model refinements to lncorporete3 separate project phases June/July
0.0
5.0
20.0
25.0
l F9domt financial analysis July
0.0
5.0
10.0
15.0
Duality control review of financial analysis July
cm
5.0
0.0
5.0
Sum madze results of analysis and prepare presentation July
0.0
50
10.0
15.0
6enior review of presentation draft/ update presentation to reflect comments July
2.0
2.0
2.0
6.0
Review draft presentation of results with project advisor teen: revise as needed July
2.0
2.0
2.0
6.0
Conference call/meeting to present and discuss results and obtain client diredlon for next steps July
6.0
3.0
0.0
9.0
Other related adi itles Oevtew/ sommurdcalions) July/August
5.0
5.0
0.0
10.0
Follow up analysis/meetings August
18.0
12.5
7.5
38.0
Contingency F25%)
9.5
12.9
15.9
38.3
Total - - - --_---
475
64.4
79A
191.3
Applicable hourly billing rates•
!'
$555
3400
$320
191.00191141leiq'fy Eeee ,.,
#.26,363
S--28,780 is"6,400
$ ''77,513 .
..rsxe°"xj;:'u
Remnole umut(review.idenlOy issues:discuss with tean:review any Glandes)
1.0
3.0
50
90
'.; Perform preliminary cash flow analysis
2.0
20
5.0
90
Compile firmndrg assumptions for abed review and approval
1.0
2A
2.0
50
Fldorn financial analysis
0.0
613
100
15.0
Duality control review of financial analysis
0.0
5A
0.0
5.0
Summarize results of analysis and prepare presentation
0.0
5A
10.0
15.0
Senior review of presentation draft/ update presentation to reflect comments
2.0
2A
2.0
6.0
-! Review draft presentation of results with project advisor lean', revise as needed
2.0
2.0
2.0
6.0
Conference call/meeting to present and discuss results and obtain talent direction for next steps
8.0
4.0
0.0
12.0
Other related activities(review/communications)
5.0
5.0
0.0
10.0
Follow up analysis/meetings
18.0
12.5
7.5
39.0
Contingency (25%)
9.8
11.9
10.9
32.5
Total
485
59A
54.4
162.5
Applicable hourly billing rates
E555
$400
5320
I Estrin stedHourly Fees _..
$,. 27,958
$:123,750 $.'17A00
$ 66,206j:
TFseimatedTotal-G15
YS 145,719_I
Project(91udylareasH6G _ --_ _ _
$: SSA19
$-i49,500 S 42900
Other Ana lyres
Discuss project objectives and P3 parameters with client and project team
Facilitate client consideration of risk valuation methodology/approach
Compile P3 financing End tax assumptions for diem review and approval
Update financial model for ED structure I perform analyses
Dually control review of financial model adjustments
Summarize results of analysis and prepare presentation
Senior review of presentation draft/ update presentation to reflect comments
Review draft presentation of results with project advisor team; revise as needed
Conference call l meeting to present and discuss results and obtain client direction for next steps
Other related activities (review / communications)
Follow up analysis/meetings
-'. 25% contingency
Told
Applicable hourly billing rat
Estimated Hourly Fates
'PAr<3f
50 50
10.0 10.0
8 12.0
10.0 20.0
10.0
75 150
3.0 3.0 3.0
20 2.0 20
8,0 4.0
5,0 5.0
20.0 12.5 75
17.8 22.8 18.4 58.9
88.8 113.8 91.9 299.4
4W WO E320 I
$ 49,256 f 45,500 E 29,400 $ 124,15E _
otatH4
50
50
60
300
25.0
26.0
60.0
10.0
22.5
9.0
6.0
12.0
10.0
40.0
Total -AIR Analyses
Estimated Total Hours
Estimated Total Budget for Hourly Fees
Less Estimated Carry-over Balance from FY 2009-10 Budget
' RueBudget for Reimbursement otOutof-Pocket Expenses
Egimaled Total Budget for FY 2010-11 (Fees and Expenses)
- Rates collect FY 2010-11 discounts. See Attachment 84 for details.
185.0
$ 102,575 $ 95,000 $ 72,200 $ 259,875
3 30,875 j
$.. 20,000 _
$ 250,000
2375 2258 8411131
13
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"
"
K P M G C o n t r a c t # 0 6 - 6 6 - 0 2 6 - 0 8
S c h e d u l e o f R a t e s , A m e n d m e n t # 7
M a n a g i n g D i r e c t o r / P a r t n e r
D i r e c t o r / S e n i o r M a n a g e r
A s s o c i a t e D i r e c t o r / M a n a g e r
A s s o c i a t e / S e n i o r A s s o c i a t e *
$ 5 5 5 . 0 0
$ 5 1 5 . 0 0
$ 4 0 0 . 0 0
$ 3 2 0 . 0 0
" F o r F Y 2 0 1 0 - 1 1 R a t e s , M a n a g i n g D i r e c t o r / P a r t n e r r a t e h a s b e e n r e d u c e d f r o m $ 5 9 5 p e r
h o u r t o $ 5 5 5 p e r h o u r a n d A s s o c i a t e / S e n i o r A s s o c i a t e r a t e h a s b e e n r e d u c e d f r o m $ 3 2 5
t o $ 3 2 0 p e r h o u r . T h e t o t a l d i s c o u n t r e s u l t i n g f r o m t h e s e c h a n g e s i s e s t i m a t e d t o b e
a p p r o x i m a t e l y $ 9 , 0 0 0 f o r t h e b u d g e t i n A t t a c h m e n t # 3 .
1 4
AGENDA ITEM 9
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 2 8 , 2 0 1 0
T O :
W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e
F R O M :
L i s a D a S i l v a , C a p i t a l P r o j e c t s M a n a g e r
T H R O U G H :
M a r l i n F e e n s t r a , P r o j e c t D e l i v e r y D i r e c t o r
S U B J E C T :
A g r e e m e n t w i t h S o u t h s t a r E n g i n e e r i n g & C o n s u l t i n g , I n c . f o r
C o n s t r u c t i o n M a n a g e m e n t S e r v i c e s a n d C o o p e r a t i v e A g r e e m e n t
w i t h C a l t r a n s f o r C o n s t r u c t i o n o f t h e I n t e r s t a t e 2 1 5 W i d e n i n g
P r o j e c t f r o m M u r r i e t a H o t S p r i n g s R o a d t o S c o t t R o a d , N o r t h o f t h e
C i t y o f M u r r i e t a
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
1 ) A w a r d A g r e e m e n t N o . 1 0 - 3 1 - 0 7 9 - 0 0 t o S o u t h s t a r E n g i n e e r i n g & - C o n s u l t i n g ,
I n c . ( S o u t h s t a r ) t o p e r f o r m c o n s t r u c t i o n m a n a g e m e n t ( C M ) s e r v i c e s ,
m a t e r i a l s t e s t i n g , a n d c o n s t r u c t i o n s u r v e y i n g f o r t h e 1 - 2 1 5 w i d e n i n g ,
M u r r i e t a H o t S p r i n g s R o a d t o S c o t t R o a d p r o j e c t , i n t h e c i t y o f M u r r i e t a , f o r
t h e b a s e a m o u n t o f $ 4 , 0 9 7 , 5 6 4 , p l u s a c o n t i n g e n c y a m o u n t o f $ 4 0 2 , 4 3 6 ,
f o r a t o t a l n o t t o e x c e e d a m o u n t o f $ 4 . 5 m i l l i o n ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ;
3 ) A u t h o r i z e t h e E x e c u t i v e D i r e c t o r t o a p p r o v e c o n t i n g e n c y w o r k a s m a y b e
r e q u i r e d f o r t h e p r o j e c t ;
4 ) A p p r o v e t h e C o o p e r a t i v e A g r e e m e n t N o . 1 0 - 3 1 - 1 1 0 - 0 0 w i t h C a l t r a n s f o r
c o n s t r u c t i o n o f t h e p r o j e c t ;
5 ) A u t h o r i z e t h e E x e c u t i v e D i r e c t o r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e c o o p e r a t i v e a g r e e m e n t a n d f u t u r e n o n - f u n d i n g r e l a t e d
a m e n d m e n t s t o t h i s a g r e e m e n t ; a n d
6 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T I O N :
T h e C o m m i s s i o n r e q u i r e s t h e s e r v i c e s o f a q u a l i f i e d f i r m t o p r o v i d e C M , m a t e r i a l s
t e s t i n g , a n d c o n s t r u c t i o n s u r v e y i n g s e r v i c e s f o r c o n s t r u c t i o n o f t h e p r o j e c t .
S e r v i c e s a r e a n t i c i p a t e d t o i n c l u d e p r e - c o n s t r u c t i o n p l a n , s p e c i f i c a t i o n , a n d '
e s t i m a t e r e v i e w ; c o n s t r u c t i o n p r o j e c t a d v e r t i s i n g , b i d a n a l y s i s , a n d a w a r d ;
c o n s t r u c t i o n i n s p e c t i o n ; c l a i m a n a l y s i s ; c o n t r a c t o r i n t e r f a c e a n d c o n t r a c t
A g e n d a I t e m 9
1 5
administration; office engineering; and other duties as appropriate for CM, as well
as materials testing and construction surveying.
Selection Process
A request for qualifications (RFQ) for CM services, material testing, and
construction surveying for the project was issued on
February 22, 2010, with consultant statement of qualifications (SOQ) due on
March 25. The Commission received five SOQs from AECOM, Caltrop Corporation,
Harris & Associates, MACM Construction Management, and Southstar.
An evaluation committee was appointed to review the SOQs received and to
conduct firm interviews. The evaluation committee members included
representatives from Commission staff, Bechtel, and the city of Murrieta. Based on
the committee's evaluation of written SOQ submittals, and pursuant to the terms
of the RFQ, the committee shortlisted three of the five offerors and invited those
firms to the interview portion of the evaluation and selection process. The short
listed firms included:
• AECOM
• Caltrop Corporation
• Southstar
Interviews with the above -referenced firms were conducted on April 22, and, after
final scoring by the evaluation committee, Southstar was ranked the most qualified
firm under the terms of the RFQ.
Subsequently, staff has negotiated the scope, cost, and schedule proposal from
Southstar for the project services and established a fair and reasonable price. Price
negotiations resulted in a 20% reduction in profit by Southstar and its participating
subconsultants.
In addition, staff has been working with Caltrans to develop a cooperative
agreement between the Commission and Caltrans that defines the respective roles
and responsibilities for the construction of the project. The draft cooperative
agreement is included as Attachment 2.
Staff Recommendation
Staff recommends Agreement No. 10-31-079-00 be awarded to Southstar to
perform CM services, materials testing, and construction surveying for the 1-215
widening project from Murrieta Hot Springs Road to Scott Road, in the city of
Murrieta, based on the final project scope and cost included with Attachment 1, for
the base amount of $4,097,564, plus contingency amount of $402,436 for
Agenda Item 9
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u n a n t i c i p a t e d c h a n g e s , f o r a t o t a l n o t t o e x c e e d a m o u n t o f
$ 4 . 5 m i l l i o n .
S t a f f f u r t h e r r e c o m m e n d s t h a t t h e C o m m i s s i o n a p p r o v e C o o p e r a t i v e A g r e e m e n t
N o . 1 0 - 3 1 - 1 1 0 - 0 0 w i t h C a l t r a n s f o r c o n s t r u c t i o n o f t h e p r o j e c t a n d a u t h o r i z e t h e
E x e c u t i v e D i r e c t o r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e c o o p e r a t i v e
a g r e e m e n t a n d f u t u r e n o n - f u n d i n g r e l a t e d a m e n d m e n t s t o t h i s a g r e e m e n t .
F i n a n c i a l I n f o r m a t i o n
I n F i s c a l Y e a r B u d g e t :
Y e s
N / A
Y e a r :
F Y 2 0 1 0 / 1 1
F Y 2 0 1 1 / 1 2 +
A m o u n t :
$ 1 , 5 0 0 , 0 0 0
$ 3 , 0 0 0 , 0 0 0
S o u r c e o f F u n d s :
C M I A , S T I P , M e a s u r e A
B u d g e t A d u s t m e n t :
N o
N / A
G L / P r o j e c t A c c o u n t i n g N o . :
0 0 3 0 2 2 8 1 3 0 2 2 6 2 3 1 8 1 3 0 1
F i s c a l P r o c e d u r e s A p p r o v e d :
\ M � 4 , 4 , 4 , 0
D a t e :
0 6 / 1 6 / 1 0
A t t a c h m e n t s :
1 ) A g r e e m e n t 1 0 - 3 1 - 0 7 9 - 0 0 w i t h S o u t h s t a r E n g i n e e r i n g & C o n s u l t i n g , I n c .
2 ) C o o p e r a t i v e A g r e e m e n t 1 0 - 3 1 - 1 1 0 - 0 0 w i t h C a l t r a n s ( D i s t r i c t A g r e e m e n t
0 8 - 1 4 6 2 )
A g e n d a I t e m 9
1 7
ATTACHMENT 1
AGREEMENT NO. 10-31-079-00
MODEL
PROFESSIONAL SERVICES AGREEMENT
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
AGREEMENT WITH
r CONSULTANT 1
FOR
CONSTRUCTION MANAGEMENT, MATERIALS TESTING AND CONSTRUCTION
SURVEYING SERVICES
FOR THE INTERSTATE 215 WIDENING, MURRIETA HOT SPRINGS ROAD TO
SCOTT ROAD PROJECT
1. PARTIES AND DATE.
This Agreement is made and entered into this _ day of , 2010,
by and between the RIVERSIDE COUNTY TRANSPORTATION COMMISSION ("the
Commission") and j NAME OF FIRM 1 ("Consultant'), a j LEGAL STATUS OF
CONSULTANT e.g., CORPORATION 1.
2. RECITALS.
2.1 On November 8, 1988 the Voters of Riverside County approved
Measure A authorizing the collection of a one-half percent (1/2 %) retail transactions
and use tax (the "tax") to fund transportation programs and improvements within the
County of Riverside, and adopting the Riverside County Transportation Improvement
Plan (the "Plan").
2.2 Pursuant to Public Utility Code Sections 240000 et seq., the
Commission is authorized to allocate the proceeds of the Tax in furtherance of the Plan.
2.3 On November 5, 2002, the voters of Riverside County approved an
extension of the Measure A tax for an additional thirty (30) years for the continued
funding of transportation and improvements within the County of Riverside.
2.4 Consultant desires to perform and assume responsibility for the
provision of certain professional services required by the Commission on the terms and
conditions set forth in this Agreement. Consultant represents that it is experienced in
providing construction management, engineering surveying and testing services to
public clients, is licensed in the State of California (as necessary), and is familiar with
the plans of the Commission.
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2.5 The Commission desires to engage Consultant to render such
services for the Interstate 215 Widening, Murrieta Hot Springs Road to Scott Road
Project ("Project"), as set forth in this Agreement.
3. TERMS.
3.1 General Scope of Services. Consultant shall fumish all technical
and professional services, including labor, material, equipment, transportation,
supervision and expertise, and incidental and customary work necessary to fully and
adequately supply the professional construction management, engineering surveying
and testing 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.
3.2 Commencement of Services. The Consultant shall commence
work upon receipt of a written "Notice to Proceed" or "Limited Notice to Proceed" from
Commission.
3.3 Term. The term of this Agreement shall be from the date of
execution of this Agreement or the date of issuance of the Notice to Proceed by the
Commission, whichever occurs first, to the issuance by the Commission to Consultant
of a Notice of Final Acceptance, as defined in paragraph 3.12 below, or June 30, 2012,
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. All applicable indemnification provisions of this Agreement shall remain in
effect following the termination of this Agreement.
3.4 Commission's Representative. The Commission hereby designates
the Commission's Executive Director, or his or her designee, to act as its
Representative for the performance of this Agreement ("Commission's
Representative"). Commission's Representative shall have the authority to act on
behalf of the Commission for all purposes under this Agreement. Commission's
Representative shall also review and give approval, as needed, to the details of
Consultant's work as it progresses. Consultant shall not accept direction or orders from
any person other than the Commission's Representative or his or her designee.
3.5 Consultant's Representative. Consultant hereby designates
j INSERT NAME OR TITLE j to act as its Representative for the performance of
this Agreement ("Consultant's Representative"). Consultant's Representative shall have
full authority to act on behalf of Consultant for all purposes under this Agreement. The
Consultant's Representative shall supervise and direct the Services, using his
professional skill and attention, and shall be responsible for all means, methods,
techniques, sequences and procedures and for the satisfactory coordination of all
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p o r t i o n s o f t h e S e r v i c e s u n d e r t h i s A g r e e m e n t . C o n s u l t a n t s h a l l w o r k c l o s e l y a n d
c o o p e r a t e f u l l y w i t h C o m m i s s i o n ' s R e p r e s e n t a t i v e a n d a n y o t h e r a g e n c i e s w h i c h m a y
h a v e j u r i s d i c t i o n o v e r , o r a n i n t e r e s t i n , t h e S e r v i c e s . C o n s u l t a n t ' s R e p r e s e n t a t i v e s h a l l
b e a v a i l a b l e t o t h e C o m m i s s i o n s t a f f a t a l l r e a s o n a b l e t i m e s . A n y s u b s t i t u t i o n i n
C o n s u l t a n t ' s R e p r e s e n t a t i v e s h a l l b e a p p r o v e d i n w r i t i n g b y C o m m i s s i o n ' s
R e p r e s e n t a t i v e .
3 . 6 S u b s t i t u t i o n o f K e y P e r s o n n e l . C o n s u l t a n t h a s r e p r e s e n t e d t o t h e
C o m m i s s i o n t h a t c e r t a i n k e y p e r s o n n e l w i l l p e r f o r m a n d c o o r d i n a t e t h e S e r v i c e s u n d e r
t h i s A g r e e m e n t . S h o u l d o n e o r m o r e o f s u c h p e r s o n n e l b e c o m e u n a v a i l a b l e ,
C o n s u l t a n t m a y s u b s t i t u t e o t h e r p e r s o n n e l o f a t l e a s t e q u a l c o m p e t e n c e u p o n w r i t t e n
a p p r o v a l b y t h e C o m m i s s i o n . I n t h e e v e n t t h a t t h e C o m m i s s i o n a n d C o n s u l t a n t c a n n o t
a g r e e a s t o t h e s u b s t i t u t i o n o f t h e k e y p e r s o n n e l , t h e C o m m i s s i o n s h a l l b e e n t i t l e d t o
t e r m i n a t e t h i s A g r e e m e n t f o r c a u s e , p u r s u a n t t o t h e p r o v i s i o n s o f S e c t i o n 3 . 1 4 . T h e k e y
p e r s o n n e l f o r p e r f o r m a n c e o f t h i s A g r e e m e n t a r e : j L I S T N A M E S A N D T I T L E S j .
3 . 7 P r e l i m i n a r y R e v i e w o f W o r k . A l l r e p o r t s , w o r k i n g p a p e r s , a n d
s i m i l a r w o r k p r o d u c t s p r e p a r e d f o r s u b m i s s i o n i n t h e c o u r s e o f p r o v i d i n g S e r v i c e s u n d e r
t h i s A g r e e m e n t s h a l l b e s u b m i t t e d t o t h e C o m m i s s i o n ' s R e p r e s e n t a t i v e i n d r a f t f o r m ,
a n d t h e C o m m i s s i o n m a y r e q u i r e r e v i s i o n s o f s u c h d r a f t s p r i o r t o f o r m a l s u b m i s s i o n a n d
a p p r o v a l . I n t h e e v e n t p l a n s a n d d e s i g n s a r e t o b e d e v e l o p e d a s p a r t o f t h e P r o j e c t ,
f i n a l d e t a i l e d p l a n s a n d d e s i g n s s h a l l b e c o n t i n g e n t u p o n o b t a i n i n g e n v i r o n m e n t a l
c l e a r a n c e a s m a y b e r e q u i r e d i n c o n n e c t i o n w i t h t h e P r o j e c t . I n t h e e v e n t t h a t
C o m m i s s i o n ' s R e p r e s e n t a t i v e , i n h i s s o l e d i s c r e t i o n , d e t e r m i n e s t h e f o r m a l l y s u b m i t t e d
w o r k p r o d u c t t o b e n o t i n a c c o r d a n c e w i t h t h e s t a n d a r d o f c a r e e s t a b l i s h e d u n d e r t h i s
c o n t r a c t , C o m m i s s i o n ' s R e p r e s e n t a t i v e m a y r e q u i r e C o n s u l t a n t t o r e v i s e a n d r e s u b m i t
t h e w o r k a t n o c o s t t o t h e C o m m i s s i o n .
3 . 8 A p p e a r a n c e a t H e a r i n g s . I f a n d w h e n r e q u i r e d b y t h e C o m m i s s i o n ,
C o n s u l t a n t s h a l l r e n d e r a s s i s t a n c e a t p u b l i c h e a r i n g s o r o t h e r m e e t i n g s r e l a t e d t o t h e
P r o j e c t o r n e c e s s a r y t o t h e p e r f o r m a n c e o f t h e S e r v i c e s . H o w e v e r , C o n s u l t a n t s h a l l n o t
b e r e q u i r e d t o , a n d w i l l n o t , r e n d e r a n y d e c i s i o n , i n t e r p r e t a t i o n o r r e c o m m e n d a t i o n
r e g a r d i n g q u e s t i o n s o f a l e g a l n a t u r e o r w h i c h m a y b e c o n s t r u e d a s c o n s t i t u t i n g a l e g a l
o p i n i o n .
3 . 9 S t a n d a r d o f C a r e : L i c e n s e s . C o n s u l t a n t r e p r e s e n t s a n d m a i n t a i n s
t h a t i t i s s k i l l e d i n t h e p r o f e s s i o n a l c a l l i n g n e c e s s a r y t o p e r f o r m a l l S e r v i c e s , d u t i e s a n d
o b l i g a t i o n s r e q u i r e d b y t h i s A g r e e m e n t t o f u l l y a n d a d e q u a t e l y c o m p l e t e t h e P r o j e c t .
C o n s u l t a n t s h a l l p e r f o r m t h e S e r v i c e s a n d d u t i e s i n c o n f o r m a n c e t o a n d c o n s i s t e n t w i t h
t h e s t a n d a r d s g e n e r a l l y r e c o g n i z e d a s b e i n g e m p l o y e d b y p r o f e s s i o n a l s i n t h e s a m e
d i s c i p l i n e i n t h e S t a t e o f C a l i f o r n i a . C o n s u l t a n t w a r r a n t s t h a t a l l e m p l o y e e s a n d
s u b c o n t r a c t o r s s h a l l h a v e s u f f i c i e n t s k i l l a n d e x p e r i e n c e t o p e r f o r m t h e S e r v i c e s
a s s i g n e d t o t h e m . C o n s u l t a n t f u r t h e r r e p r e s e n t s a n d w a r r a n t s t o t h e C o m m i s s i o n t h a t
i t s e m p l o y e e s a n d s u b c o n t r a c t o r s h a v e a l l l i c e n s e s , p e r m i t s , q u a l i f i c a t i o n s a n d
a p p r o v a l s o f w h a t e v e r n a t u r e t h a t a r e l e g a l l y r e q u i r e d t o p e r f o r m t h e S e r v i c e s , a n d t h a t
s u c h l i c e n s e s a n d a p p r o v a l s s h a l l b e m a i n t a i n e d t h r o u g h o u t t h e t e r m o f t h i s A g r e e m e n t .
2 0
Consultant shall perform, at its own cost and expense and without reimbursement from
the Commission, 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, and shall be fully responsible to the Commission for all damages and other
liabilities provided for in the indemnification provisions of this Agreement arising from
the Consultant's errors and omissions. Any employee of Consultant or its sub -
consultants who is determined by the Commission 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 Commission, 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.
3.10 Opportunity to Cure. Commission may provide Consultant an
opportunity to cure, at Consultant's expense, all errors and omissions which may be
disclosed during Project implementation. Should Consultant fail to make such
correction in a timely manner, such correction may be made by the Commission, and
the cost thereof charged to Consultant.
3.11 Inspection of Work. Consultant shall allow the Commission's
Representative to inspect or review Consultant's work in progress at any reasonable
time.
3.12 Final Acceptance. Upon determination by the Commission that
Consultant has satisfactorily completed the Services required under this Agreement and
within the term set forth in Section 3.3, the Commission shall give Consultant a written
Notice of Final Acceptance. Upon receipt of such notice, Consultant shall incur no
further costs hereunder, unless otherwise specified in the Notice of Final Acceptance.
Consultant may request issuance of a Notice of Final Acceptance when, in its opinion, it
has satisfactorily completed all Services required under the terms of this Agreement. In
the event copyrights are permitted under this Agreement, then in connection with
Federal funding, it is hereby acknowledged and agreed that the United States
Department of Transportation shall have the royalty -free non-exclusive and irrevocable
right to reproduce, publish, or otherwise use, and to authorize others to use, the work
for governmental purposes.
3.13 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. For example, and not by way
of limitation, Consultant shall keep itself fully informed of and in compliance with all
implementing regulations, design standards, specifications, previous commitments that
must be incorporated in the design of the Project, and administrative controls including
those of the United States Department of Transportation. Compliance with Federal
procedures may include completion of the applicable environmental documents and
approved by a governmental body. If the Consultant performs any work knowing it to be
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contrary to the requirements of laws, rules and regulations and without giving written
notice to the Commission, Consultant shall be solely responsible for all costs arising
therefrom. Consultant shall defend, indemnify and hold Commission, its officials,
directors, officers, employees and agents free and harmless, pursuant to the
indemnification provisions of this Agreement, from any claim or liability arising out of any
failure or alleged failure to comply with such laws, rules or regulations.
3.14 Termination.
3.14.1 Notice; Reason. Commission may, by written notice to
Consultant, terminate this Agreement, in whole or in part, at any time by giving written
notice to Consultant of such termination, and specifying the effective date thereof
("Notice of Termination"). Such termination may be for Commission's convenience or
because of Consultant's failure to perform its duties and obligations under this
Agreement, including, but not limited to, the failure of Consultant to timely perform
Services pursuant to the Schedule of Services described in Section 3.15 of this
Agreement. Consultant may not terminate this Agreement except for cause.
3.14.2 Discontinuance of Services. Upon receipt of the written
Notice of Termination, Consultant shall discontinue all affected Services as directed in
the Notice or as otherwise provided herein, and deliver to the Commission all
Documents and Data, as defined in this Agreement, as may have been prepared or
accumulated by Consultant in performance of the Services, whether completed or in
progress.
3.14.3 Effect of Termination For Convenience. If the termination is
to be for the convenience of the Commission, the Commission shall compensate
Consultant for Services fully and adequately provided through the effective date of
termination. Such payment shall include a prorated amount of profit, if applicable, but
no amount shall be paid for anticipated profit on unperformed Services. Consultant shall
provide documentation deemed adequate by Commission's Representative to show the
Services actually completed by Consultant prior to the effective date of termination.
This Agreement shall terminate on the effective date of the Notice of Termination.
3.14.4 Effect of Termination for Cause. If the termination is for
cause, Consultant shall be compensated for those Services which have been fully and
adequately completed and accepted by the Commission as of the date the Commission
provides the Notice of Termination. In such case, the Commission may take over the
work and prosecute the same to completion by contract or otherwise. Further,
Consultant shall be liable to the Commission for any reasonable additional costs
incurred by the Commission to revise work for which the Commission has compensated
Consultant under this Agreement, but which the Commission has determined in its sole
discretion needs to be revised, in part or whole, to complete the Project because it did
not meet the standard of care established in Section 3.9. Termination of this Agreement
for cause may be considered by the Commission in determining whether to enter into
future agreements with Consultant.
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3.14.5 Cumulative Remedies. The rights and remedies of the
Parties provided in this Section are in addition to any other rights and remedies
provided by law or under this Agreement.
3.14.6 Procurement of Similar Services. In the event this
Agreement is terminated, in whole or in part, as provided by this Section, the
Commission may procure, upon such terms and in such manner as it deems
appropriate, services similar to those terminated.
3.14.7 Waivers. Consultant, in executing this Agreement, shall be
deemed to have waived any and all claims for damages which may otherwise arise from
the Commission's termination of this Agreement, for convenience or cause, as provided
in this Section.
3.15 Schedule and Progress of Services.
3.15.1 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 to perform
the Services in conformance with such conditions. In order to facilitate Consultant's
conformance with the Schedule, the Commission shall respond to Consultant's
submittals in a timely manner. Upon request of Commission's Representative,
Consultant shall provide a more detailed schedule of anticipated performance to meet
the Schedule of Services.
3.15.2 Modification of the Schedule. Consultant shall regularly
report to the Commission, through correspondence or progress reports, its progress in
providing required Services within the scheduled time periods. Commission shall be
promptly informed of all anticipated delays. In the event that Consultant determines that
a schedule modification is necessary, Consultant shall promptly submit a revised
Schedule of Services for approval by Commission's Representative.
3.15.3 Trend Meetings. Consultant shall conduct trend meetings
with the Commission's Representative and other interested parties, as requested by the
Commission, on a bi-weekly basis or as may be mutually scheduled by the Parties at a
standard day and time. These trend meetings will encompass focused and informal
discussions concerning scope, schedule, and current progress of Services, relevant
cost issues, and future Project objectives. Consultant shall be responsible for the
preparation and distribution of meeting agendas to be received by the Commission and
other attendees no later than three (3) working days prior to the meeting.
3.15.4 Progress Reports. As part of its monthly invoice, Consultant
shall submit a progress report, in a form determined by the Commission, which will
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i n d i c a t e t h e p r o g r e s s a c h i e v e d d u r i n g t h e p r e v i o u s m o n t h i n r e l a t i o n t o t h e S c h e d u l e o f
S e r v i c e s . S u b m i s s i o n o f s u c h p r o g r e s s r e p o r t b y C o n s u l t a n t s h a l l b e a c o n d i t i o n
p r e c e d e n t t o r e c e i p t o f p a y m e n t f r o m t h e C o m m i s s i o n f o r e a c h m o n t h l y i n v o i c e
s u b m i t t e d .
3 . 1 6 D e l a y i n P e r f o r m a n c e .
3 . 1 6 . 1 E x c u s a b l e D e l a y s . S h o u l d C o n s u l t a n t b e d e l a y e d o r
p r e v e n t e d f r o m t h e t i m e l y p e r f o r m a n c e o f a n y a c t o r S e r v i c e s r e q u i r e d b y t h e t e r m s o f
t h e A g r e e m e n t b y r e a s o n o f a c t s o f G o d o r o f t h e p u b l i c e n e m y , a c t s o r o m i s s i o n s o f t h e
C o m m i s s i o n o r o t h e r g o v e r n m e n t a l a g e n c i e s i n e i t h e r t h e i r s o v e r e i g n o r c o n t r a c t u a l
c a p a c i t i e s , f i r e s , f l o o d s , e p i d e m i c s , q u a r a n t i n e r e s t r i c t i o n s , s t r i k e s , f r e i g h t e m b a r g o e s o r
u n u s u a l l y s e v e r e w e a t h e r , p e r f o r m a n c e o f s u c h a c t s h a l l b e e x c u s e d f o r t h e p e r i o d o f
s u c h d e l a y .
3 . 1 6 . 2 W r i t t e n N o t i c e . I f C o n s u l t a n t b e l i e v e s i t i s e n t i t l e d t o a n
e x t e n s i o n o f t i m e d u e t o c o n d i t i o n s s e t f o r t h i n s u b s e c t i o n 3 . 1 6 . 1 , C o n s u l t a n t s h a l l
p r o v i d e w r i t t e n n o t i c e t o t h e C o m m i s s i o n w i t h i n s e v e n ( 7 ) w o r k i n g d a y s f r o m t h e t i m e
C o n s u l t a n t k n o w s , o r r e a s o n a b l y s h o u l d h a v e k n o w n , t h a t p e r f o r m a n c e o f t h e S e r v i c e s
w i l l b e d e l a y e d d u e t o s u c h c o n d i t i o n s . F a i l u r e o f C o n s u l t a n t t o p r o v i d e s u c h t i m e l y
n o t i c e s h a l l c o n s t i t u t e a w a i v e r b y C o n s u l t a n t o f a n y r i g h t t o a n e x c u s a b l e d e l a y i n t i m e
o f p e r f o r m a n c e .
3 . 1 6 . 3 M u t u a l A g r e e m e n t . P e r f o r m a n c e o f a n y S e r v i c e s u n d e r t h i s
A g r e e m e n t m a y b e d e l a y e d u p o n m u t u a l a g r e e m e n t o f t h e P a r t i e s . U p o n s u c h
a g r e e m e n t , C o n s u l t a n t ' s S c h e d u l e o f S e r v i c e s s h a l l b e e x t e n d e d a s n e c e s s a r y b y t h e
C o m m i s s i o n . C o n s u l t a n t s h a l l t a k e a l l r e a s o n a b l e s t e p s t o m i n i m i z e d e l a y i n
c o m p l e t i o n , a n d a d d i t i o n a l c o s t s , r e s u l t i n g f r o m a n y s u c h e x t e n s i o n .
3 . 1 7 S t a t u s o f C o n s u l t a n t / S u b c o n s u l t a n t s .
3 . 1 7 . 1 I n d e p e n d e n t C o n t r a c t o r . T h e S e r v i c e s s h a l l b e p e r f o r m e d
b y C o n s u l t a n t o r u n d e r i t s s u p e r v i s i o n . C o n s u l t a n t w i l l d e t e r m i n e t h e m e a n s , m e t h o d s
a n d d e t a i l s o f p e r f o r m i n g t h e S e r v i c e s s u b j e c t t o t h e r e q u i r e m e n t s o f t h i s A g r e e m e n t .
C o m m i s s i o n r e t a i n s C o n s u l t a n t o n a n i n d e p e n d e n t c o n t r a c t o r b a s i s a n d n o t a s a n
e m p l o y e e , a g e n t o r r e p r e s e n t a t i v e o f t h e C o m m i s s i o n . C o n s u l t a n t r e t a i n s t h e r i g h t t o
p e r f o r m s i m i l a r o r d i f f e r e n t s e r v i c e s f o r o t h e r s d u r i n g t h e t e r m o f t h i s A g r e e m e n t . A n y
a d d i t i o n a l p e r s o n n e l p e r f o r m i n g t h e S e r v i c e s u n d e r t h i s A g r e e m e n t o n b e h a l f o f
C o n s u l t a n t s h a l l a t a l l t i m e s b e u n d e r C o n s u l t a n t ' s e x c l u s i v e d i r e c t i o n a n d c o n t r o l .
C o n s u l t a n t s h a l l p a y a l l w a g e s , s a l a r i e s a n d o t h e r a m o u n t s d u e s u c h p e r s o n n e l i n
c o n n e c t i o n w i t h t h e i r p e r f o r m a n c e o f S e r v i c e s a n d a s r e q u i r e d b y l a w . C o n s u l t a n t s h a l l
b e r e s p o n s i b l e f o r a l l r e p o r t s a n d o b l i g a t i o n s r e s p e c t i n g s u c h p e r s o n n e l , i n c l u d i n g b u t
n o t l i m i t e d t o , s o c i a l s e c u r i t y t a x e s , i n c o m e t a x w i t h h o l d i n g s , u n e m p l o y m e n t i n s u r a n c e ,
d i s a b i l i t y i n s u r a n c e , a n d w o r k e r s ' c o m p e n s a t i o n i n s u r a n c e .
2 4
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C o n s u l t a n t a c k n o w l e d g e s t h a t a p p r o v a l o f C o n s u l t a n t ' s u t i l i z a t i o n o f
t h e i d e n t i f i e d S u b c o n s u l t a n t s t o g e t h e r w i t h t h e i n c o r p o r a t i o n o f S u b c o n s u l t a n t s ' r a t e
s c h e d u l e s a n d c o s t p r o p o s a l s i n t o , t h i s A g r e e m e n t s h a l l i n n o w a y b e c o n s t r u e d t o
c r e a t e a n y c o n t r a c t u a l r e l a t i o n s h i p b e t w e e n a n y S u b c o n s u l t a n t a n d t h e C o m m i s s i o n .
T h e S u b c o n s u l t a n t r a t e s c h e d u l e s a n d c o s t p r o p o s a l s c o n t a i n e d h e r e i n a r e f o r
a c c o u n t i n g p u r p o s e s o n l y . I n t h e e v e n t t h a t a n y S u b c o n s u l t a n t s h a l l b r i n g a n y a c t i o n ,
c l a i m o r p r o c e e d i n g p u r p o r t i n g t o e n f o r c e a n y r i g h t p u r p o r t e d l y a r i s i n g u n d e r t h i s
A g r e e m e n t , t h e C o n s u l t a n t s h a l l b e r e s p o n s i b l e f o r t h e C o m m i s s i o n ' s r e a s o n a b l e l e g a l
f e e s w i t h o u t r e g a r d t o t h e m e r i t s o f a n y s u c h c l a i m .
3 . 1 8 O w n e r s h i p o f M a t e r i a l s / C o n f i d e n t i a l i t y .
3 . 1 8 . 1 D o c u m e n t s & D a t a . T h i s A g r e e m e n t c r e a t e s a n e x c l u s i v e
a n d p e r p e t u a l l i c e n s e f o r C o m m i s s i o n t o c o p y , u s e , m o d i f y , r e u s e , o r s u b - l i c e n s e a n y
a n d a l l c o p y r i g h t s a n d d e s i g n s e m b o d i e d i n p l a n s , s p e c i f i c a t i o n s , s t u d i e s , d r a w i n g s ,
e s t i m a t e s , m a t e r i a l s , d a t a a n d o t h e r d o c u m e n t s o r w o r k s o f a u t h o r s h i p f i x e d i n a n y
t a n g i b l e m e d i u m o f e x p r e s s i o n , i n c l u d i n g b u t n o t l i m i t e d t o , p h y s i c a l d r a w i n g s o r d a t a
m a g n e t i c a l l y o r o t h e r w i s e r e c o r d e d o n c o m p u t e r d i s k e t t e s , w h i c h a r e p r e p a r e d o r
c a u s e d t o b e p r e p a r e d b y C o n s u l t a n t u n d e r t h i s A g r e e m e n t ( " D o c u m e n t s & D a t a " ) .
C o n s u l t a n t s h a l l r e q u i r e a l l s u b c o n t r a c t o r s t o a g r e e i n w r i t i n g t h a t
C o m m i s s i o n i s g r a n t e d a n e x c l u s i v e a n d p e r p e t u a l l i c e n s e f o r a n y D o c u m e n t s & D a t a
t h e s u b c o n t r a c t o r p r e p a r e s u n d e r t h i s A g r e e m e n t .
C o n s u l t a n t r e p r e s e n t s a n d w a r r a n t s t h a t C o n s u l t a n t h a s t h e l e g a l
r i g h t t o g r a n t t h e e x c l u s i v e a n d p e r p e t u a l l i c e n s e f o r a l l s u c h D o c u m e n t s & D a t a .
C o n s u l t a n t m a k e s n o s u c h r e p r e s e n t a t i o n a n d w a r r a n t y i n r e g a r d t o D o c u m e n t s & D a t a
w h i c h w e r e p r e p a r e d b y d e s i g n p r o f e s s i o n a l s o t h e r t h a n C o n s u l t a n t o r p r o v i d e d t o
C o n s u l t a n t b y t h e C o m m i s s i o n .
C o m m i s s i o n s h a l l n o t b e l i m i t e d i n a n y w a y i n i t s u s e o f t h e
D o c u m e n t s & D a t a a t a n y t i m e , p r o v i d e d t h a t a n y s u c h u s e n o t w i t h i n t h e p u r p o s e s
i n t e n d e d b y t h i s A g r e e m e n t s h a l l b e a t C o m m i s s i o n ' s s o l e r i s k .
3 . 1 8 . 2 I n t e l l e c t u a l P r o p e r t y . I n a d d i t i o n , C o m m i s s i o n s h a l l h a v e
a n d r e t a i n a l l r i g h t , t i t l e a n d i n t e r e s t ( i n c l u d i n g c o p y r i g h t , p a t e n t , t r a d e s e c r e t a n d o t h e r
p r o p r i e t a r y r i g h t s ) i n a l l p l a n s , s p e c i f i c a t i o n s , s t u d i e s , d r a w i n g s , e s t i m a t e s , m a t e r i a l s ,
d a t a , c o m p u t e r p r o g r a m s o r s o f t w a r e a n d s o u r c e c o d e , e n h a n c e m e n t s , d o c u m e n t s , a n d
a n y a n d a l l w o r k s o f a u t h o r s h i p f i x e d i n a n y t a n g i b l e m e d i u m o r e x p r e s s i o n , i n c l u d i n g
b u t n o t l i m i t e d t o , p h y s i c a l d r a w i n g s o r o t h e r d a t a m a g n e t i c a l l y o r o t h e r w i s e r e c o r d e d o n
c o m p u t e r m e d i a ( " I n t e l l e c t u a l P r o p e r t y ' ) p r e p a r e d o r d e v e l o p e d b y o r o n b e h a l f o f
C o n s u l t a n t u n d e r t h i s A g r e e m e n t a s w e l l a s a n y o t h e r s u c h I n t e l l e c t u a l P r o p e r t y
p r e p a r e d o r d e v e l o p e d b y o r o n b e h a l f o f C o n s u l t a n t u n d e r t h i s A g r e e m e n t .
T h e C o m m i s s i o n s h a l l h a v e a n d r e t a i n a l l r i g h t , t i t l e a n d i n t e r e s t i n
I n t e l l e c t u a l P r o p e r t y d e v e l o p e d o r m o d i f i e d u n d e r t h i s A g r e e m e n t w h e t h e r o r n o t p a i d
2 6
for wholly or in part by Commission, whether or not developed in conjunction with
Consultant, and whether or not developed by Consultant. Consultant will execute
separate written assignments of any and all rights to the above referenced Intellectual
Property upon request of Commission.
Consultant shall also be responsible to obtain in writing separate
written assignments from any subcontractors or agents of Consultant of any and all right
to the above referenced Intellectual Property. Should Consultant, either during or
following termination of this Agreement, desire to use any of the above -referenced
Intellectual Property, it shall first obtain the written approval of the Commission.
All materials and documents which were developed or prepared by
the Consultant for general use prior to the execution of this Agreement and which are
not the copyright of any other party or publicly available and any other computer
applications, shall continue to be the property of the Consultant. However, unless
otherwise identified and stated prior to execution of this Agreement, Consultant
represents and warrants that it has the right to grant the exclusive and perpetual license
for all such Intellectual Property as provided herein.
Commission further is granted by Consultant a non-exclusive and
perpetual license to copy, use, modify or sub -license any and all Intellectual Property
otherwise owned by Consultant which is the basis or foundation for any derivative,
collective, insurrectional, or supplemental work created under this Agreement.
3.18.3 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 connection with the performance of this Agreement shall be held confidential by
Consultant. Such materials shall not, without the prior written consent of Commission,
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 Commission'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 Commission.
3.19 Indemnification. To the fullest extent permitted by law, Consultant
shall defend, indemnify and hold Commission, its directors, officials, officers,
employees, consultants, 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 alleged negligent 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
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A g r e e m e n t , i n c l u d i n g w i t h o u t l i m i t a t i o n t h e p a y m e n t o f c o n s e q u e n t i a l d a m a g e s , e x p e r t
w i t n e s s f e e s , a n d a t t o r n e y s f e e s a n d o t h e r r e l a t e d c o s t s a n d e x p e n s e s . C o n s u l t a n t
s h a l l d e f e n d , a t C o n s u l t a n t ' s o w n c o s t , e x p e n s e a n d r i s k , a n y a n d a l l s u c h a f o r e s a i d
s u i t s , a c t i o n s o r o t h e r l e g a l p r o c e e d i n g s o f e v e r y k i n d t h a t m a y b e b r o u g h t o r i n s t i t u t e d
a g a i n s t C o m m i s s i o n , i t s d i r e c t o r s , o f f i c i a l s , o f f i c e r s , e m p l o y e e s , c o n s u l t a n t s , a g e n t s , o r
v o l u n t e e r s . C o n s u l t a n t s h a l l p a y a n d s a t i s f y a n y j u d g m e n t , a w a r d o r d e c r e e t h a t m a y
b e r e n d e r e d a g a i n s t C o m m i s s i o n o r i t s d i r e c t o r s , o f f i c i a l s , o f f i c e r s , e m p l o y e e s ,
c o n s u l t a n t s , a g e n t s , o r v o l u n t e e r s , i n a n y s u c h s u i t , a c t i o n o r o t h e r l e g a l p r o c e e d i n g .
C o n s u l t a n t s h a l l r e i m b u r s e C o m m i s s i o n a n d i t s d i r e c t o r s , o f f i c i a l s , o f f i c e r s , e m p l o y e e s ,
c o n s u l t a n t s , a g e n t s , a n d / o r v o l u n t e e r s , f o r a n y a n d a l l l e g a l e x p e n s e s a n d c o s t s ,
i n c l u d i n g r e a s o n a b l e a t t o m e y ' s f e e s , i n c u r r e d b y e a c h o f t h e m i n c o n n e c t i o n t h e r e w i t h
o r i n e n f o r c i n g t h e i n d e m n i t y h e r e i n p r o v i d e d . C o n s u l t a n t ' s o b l i g a t i o n t o i n d e m n i f y s h a l l
n o t b e r e s t r i c t e d t o i n s u r a n c e p r o c e e d s , i f a n y , r e c e i v e d b y C o m m i s s i o n , i t s d i r e c t o r s ,
o f f i c i a l s o f f i c e r s , e m p l o y e e s , c o n s u l t a n t s , a g e n t s , o r v o l u n t e e r s . N o t w i t h s t a n d i n g t h e
f o r e g o i n g , t o t h e e x t e n t C o n s u l t a n t ' s S e r v i c e s a r e s u b j e c t t o C i v i l C o d e S e c t i o n 2 7 8 2 . 8 ,
t h e a b o v e i n d e m n i t y s h a l l b e l i m i t e d , t o t h e e x t e n t r e q u i r e d b y C i v i l C o d e S e c t i o n
2 7 8 2 . 8 , t o c l a i m s t h a t a r i s e o u t o f , p e r t a i n t o , o r r e l a t e t o t h e n e g l i g e n c e , r e c k l e s s n e s s ,
o r w i l l f u l m i s c o n d u c t o f t h e C o n s u l t a n t .
3 . 2 0 I n s u r a n c e .
3 . 2 0 . 1 T i m e f o r C o m p l i a n c e . C o n s u l t a n t s h a l l n o t c o m m e n c e w o r k
u n d e r t h i s A g r e e m e n t u n t i l i t h a s p r o v i d e d e v i d e n c e s a t i s f a c t o r y t o t h e C o m m i s s i o n t h a t
i t h a s s e c u r e d a l l i n s u r a n c e r e q u i r e d u n d e r t h i s s e c t i o n . I n a d d i t i o n , C o n s u l t a n t s h a l l n o t
a l l o w a n y s u b c o n t r a c t o r t o c o m m e n c e w o r k o n a n y s u b c o n t r a c t u n t i l i t h a s s e c u r e d a l l
i n s u r a n c e r e q u i r e d u n d e r t h i s s e c t i o n .
3 . 2 0 . 2 M i n i m u m R e q u i r e m e n t s . C o n s u l t a n t s h a l l , a t i t s e x p e n s e ,
p r o c u r e a n d m a i n t a i n f o r t h e d u r a t i o n o f t h e A g r e e m e n t i n s u r a n c e a g a i n s t c l a i m s f o r
i n j u r i e s t o p e r s o n s o r d a m a g e s t o p r o p e r t y w h i c h m a y a r i s e f r o m o r i n c o n n e c t i o n w i t h
t h e p e r f o r m a n c e o f t h e A g r e e m e n t b y t h e C o n s u l t a n t , i t s a g e n t s , r e p r e s e n t a t i v e s ,
e m p l o y e e s o r s u b c o n t r a c t o r s . C o n s u l t a n t s h a l l a l s o r e q u i r e a l l o f i t s s u b c o n t r a c t o r s t o
p r o c u r e a n d m a i n t a i n t h e s a m e t y p e s o f i n s u r a n c e f o r t h e d u r a t i o n o f t h e A g r e e m e n t .
C o n s u l t a n t ' s i n s u r a n c e s h a l l m e e t a t l e a s t t h e f o l l o w i n g m i n i m u m l e v e l s o f c o v e r a g e :
( A ) M i n i m u m S c o p e o f I n s u r a n c e . C o v e r a g e s h a l l b e a t
l e a s t a s b r o a d a s t h e l a t e s t v e r s i o n o f t h e f o l l o w i n g : ( 1 ) G e n e r a l L i a b i l i t y : I n s u r a n c e
S e r v i c e s O f f i c e C o m m e r c i a l G e n e r a l L i a b i l i t y c o v e r a g e ( o c c u r r e n c e f o r m C G 0 0 0 1 ) ; ( 2 )
A u t o m o b i l e L i a b i l i t y : I n s u r a n c e S e r v i c e s O f f i c e B u s i n e s s A u t o C o v e r a g e f o r m n u m b e r
C A 0 0 0 1 , c o d e 1 ( a n y a u t o ) ; a n d ( 3 ) i f C o n s u l t a n t h a s e m p l o y e e s , W o r k e r s '
C o m p e n s a t i o n a n d E m p l o y e r ' s L i a b i l i t y : W o r k e r s ' C o m p e n s a t i o n i n s u r a n c e a s r e q u i r e d
a n d E m p l o y e r ' s L i a b i l i t y I n s u r a n c e .
( B ) M i n i m u m L i m i t s o f I n s u r a n c e . C o n s u l t a n t s h a l l
m a i n t a i n l i m i t s n o l e s s t h a n : ( 1 ) G e n e r a l L i a b i l i t y : $ 2 , 0 0 0 , 0 0 0 p e r o c c u r r e n c e f o r b o d i l y
i n j u r y , p e r s o n a l a n d a d v e r t i s i n g i n j u r y a n d p r o p e r t y d a m a g e . I f G e n e r a l L i a b i l i t y
2 8
Insurance or includes a general aggregate limit, 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:
Statutory Workers' Compensation limits as required by the applicable Labor Code and
Employer's Liability limits of no less than $1,000,000 per accident for bodily injury or
disease.
3.20.3 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
$2,000,000 per claim.
3.20.4 Aircraft Liability Insurance. Consultant, prior to the direct
or indirect use of any civil aircraft to provide Service under this Agreement, shall procure
and maintain, or cause to be procured and maintained, aircraft liability insurance or
equivalent form, with a single limit of not less than $5,000,000 per each occurrence.
Such insurance shall include coverage for owned, hired and non -owned aircraft and
passengers, and shall name, or be endorsed to name, the Commission, its directors,
officials, officers, employees, consultants, and agents as additional insureds with
respect to the Services or operations performed by or on behalf of the Consultant.
3.20.5Insurance Endorsements. The insurance policies shall
contain the following provisions, or Consultant shall provide endorsements on forms
approved by the Commission to add the following provisions to the insurance policies:
(A) General Liability. The general liability policy shall be
endorsed to state that: (1) the Commission, its directors, officials, officers, employees
and agents shall be covered as additional insureds with respect to the Services 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 Commission, its directors, officials, officers,
employees and agents, 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 Commission, its directors, officials, officers, employees and
agents shall be excess of the Consultant's insurance and shall not be called upon to
contribute with it in any way.
(B) Automobile Liability. The automobile liability policy
shall be endorsed to state that: (1) the Commission, its directors, officials, officers,
employees and agents 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 Commission,
its directors, officials, officers, employees and agents, or if excess, shall stand in an
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u n b r o k e n c h a i n o f c o v e r a g e e x c e s s o f t h e C o n s u l t a n t ' s s c h e d u l e d u n d e r l y i n g c o v e r a g e .
A n y i n s u r a n c e o r s e l f - i n s u r a n c e m a i n t a i n e d b y t h e C o m m i s s i o n , i t s d i r e c t o r s , o f f i c i a l s ,
o f f i c e r s , e m p l o y e e s a n d a g e n t s s h a l l b e e x c e s s o f t h e C o n s u l t a n t ' s i n s u r a n c e a n d s h a l l
n o t b e c a l l e d u p o n t o c o n t r i b u t e w i t h i t i n a n y w a y .
( C ) W o r k e r s ' C o m p e n s a t i o n a n d E m p l o y e r s L i a b i l i t y
C o v e r a g e . T h e i n s u r e r s h a l l a g r e e t o w a i v e a l l r i g h t s o f s u b r o g a t i o n a g a i n s t t h e
C o m m i s s i o n , i t s d i r e c t o r s , o f f i c i a l s , . o f f i c e r s , e m p l o y e e s a n d a g e n t s f o r l o s s e s p a i d
u n d e r t h e t e r m s o f t h e i n s u r a n c e p o l i c y w h i c h a r i s e f r o m w o r k p e r f o r m e d b y t h e
C o n s u l t a n t .
( D ) A l l C o v e r a g e s . E a c h i n s u r a n c e p o l i c y r e q u i r e d b y t h i s
A g r e e m e n t s h a l l b e e n d o r s e d t o s t a t e t h a t : ( A ) c o v e r a g e s h a l l n o t b e s u s p e n d e d ,
v o i d e d o r c a n c e l e d e x c e p t a f t e r t h i r t y ( 3 0 ) d a y s p r i o r w r i t t e n n o t i c e b y c e r t i f i e d m a i l ,
r e t u r n r e c e i p t r e q u e s t e d , h a s b e e n g i v e n t o t h e C o m m i s s i o n ; a n d ( B ) a n y f a i l u r e t o
c o m p l y w i t h r e p o r t i n g o r o t h e r p r o v i s i o n s o f t h e p o l i c i e s , i n c l u d i n g b r e a c h e s o f
w a r r a n t i e s , s h a l l n o t a f f e c t c o v e r a g e p r o v i d e d t o t h e C o m m i s s i o n , i t s d i r e c t o r s , o f f i c i a l s ,
o f f i c e r s , e m p l o y e e s a n d a g e n t s .
3 . 2 0 . 6 D e d u c t i b l e s a n d S e l f - I n s u r a n c e R e t e n t i o n s . A n y d e d u c t i b l e s
o r s e l f - i n s u r e d r e t e n t i o n s m u s t b e d e c l a r e d t o a n d a p p r o v e d b y t h e C o m m i s s i o n . I f t h e
C o m m i s s i o n d o e s n o t a p p r o v e t h e d e d u c t i b l e s o r s e l f - i n s u r e d r e t e n t i o n s a s p r e s e n t e d ,
C o n s u l t a n t s h a l l g u a r a n t e e t h a t , a t t h e o p t i o n o f t h e C o m m i s s i o n , e i t h e r : ( 1 ) t h e i n s u r e r
s h a l l r e d u c e o r e l i m i n a t e s u c h d e d u c t i b l e s o r s e l f - i n s u r e d r e t e n t i o n s a s r e s p e c t s t h e
C o m m i s s i o n , i t s d i r e c t o r s , o f f i c i a l s , o f f i c e r s , e m p l o y e e s a n d a g e n t s ; o r ( 2 ) t h e
C o n s u l t a n t s h a l l p r o c u r e a b o n d g u a r a n t e e i n g p a y m e n t o f l o s s e s a n d r e l a t e d
i n v e s t i g a t i o n c o s t s , c l a i m s a n d a d m i n i s t r a t i v e a n d d e f e n s e e x p e n s e s .
3 . 2 0 . 7 A c c e p t a b i l i t y o f I n s u r e r s . I n s u r a n c e i s t o b e p l a c e d w i t h
i n s u r e r s w i t h a c u r r e n t A . M . B e s t ' s r a t i n g n o l e s s t h a n A : V I I I , l i c e n s e d t o d o b u s i n e s s i n
C a l i f o r n i a , a n d s a t i s f a c t o r y t o t h e C o m m i s s i o n .
3 . 2 0 . 8 V e r i f i c a t i o n o f C o v e r a g e . C o n s u l t a n t s h a l l f u r n i s h
C o m m i s s i o n w i t h o r i g i n a l c e r t i f i c a t e s o f i n s u r a n c e a n d e n d o r s e m e n t s e f f e c t i n g c o v e r a g e
r e q u i r e d b y t h i s A g r e e m e n t o n f o r m s s a t i s f a c t o r y t o t h e C o m m i s s i o n . T h e c e r t i f i c a t e s
a n d e n d o r s e m e n t s f o r e a c h i n s u r a n c e p o l i c y s h a l l b e s i g n e d b y a p e r s o n a u t h o r i z e d b y
t h a t i n s u r e r t o b i n d c o v e r a g e o n i t s b e h a l f . A l l c e r t i f i c a t e s a n d e n d o r s e m e n t s m u s t b e
r e c e i v e d a n d a p p r o v e d b y t h e C o m m i s s i o n b e f o r e w o r k c o m m e n c e s . T h e C o m m i s s i o n
r e s e r v e s t h e r i g h t t o r e q u i r e c o m p l e t e , c e r t i f i e d c o p i e s o f a l l r e q u i r e d i n s u r a n c e p o l i c i e s ,
a t a n y t i m e .
3 . 2 0 . 9 O t h e r I n s u r a n c e . A t i t s o p t i o n , t h e C o m m i s s i o n m a y r e q u i r e
s u c h a d d i t i o n a l c o v e r a g e ( s ) , l i m i t s a n d / o r t h e r e d u c t i o n o f d e d u c t i b l e s o r r e t e n t i o n s i t
c o n s i d e r s r e a s o n a b l e a n d p r u d e n t b a s e d u p o n r i s k f a c t o r s t h a t m a y d i r e c t l y o r i n d i r e c t l y
i m p a c t t h e P r o j e c t . I n r e t a i n i n g t h i s o p t i o n C o m m i s s i o n d o e s n o t w a r r a n t C o n s u l t a n t ' s
3 0
insurance program to be adequate. Consultant shall have the right to purchase
insurance in addition to the insurance required in this Section.
3.21 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.
3.22 Fees and Payment.
3.22.1 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 be on the basis of direct costs plus a fixed fee as further
set forth in Exhibit "C" and shall not exceed the maximum amount of j INSERT
WRITTEN DOLLAR AMOUNT 1 ($( INSERT NUMERICAL DOLLAR
AMOUNT 1), without written approval of Commission's Executive Director.
3.22.2 Payment of Compensation. Consultant shall submit 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. Charges
specific to each Milestone listed in the Schedule of Services shall be listed separately
on an attachment to each statement. Each statement shall be accompanied by a
monthly progress report and spreadsheets showing hours expended for each task for
each month and the total Project to date. Each statement shall include a cover sheet
bearing a certification as to the accuracy of the statement signed by the Consultant's
Project Manager or other authorized officer.
3.22.3 Additional Work. Any work or activities that are in addition
to, or otherwise outside of, the Services to be performed pursuant to this Agreement
shall only be performed pursuant to a separate agreement between the parties.
Notwithstanding the foregoing, the Commission's Executive Director may make a
change to the Agreement as permitted by law or authorized by the Commission..
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other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift,
or any other consideration, contingent upon or resulting from the award or formation of
this Agreement. For breach or violation of this warranty, the Commission shall have the
right to terminate this Agreement without liability pursuant to Section 3.14, or at its
discretion to deduct from the Agreement price or consideration, or otherwise recover,
the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent
fee.
3.23.5 Covenant Against Expenditure of Local Agency, State or
Federal Funds for Lobbying. Omitted Intentionally
3.24 Accounting Records. Consultant shall maintain complete and
accurate records with respect to all costs and expenses incurred and fees charged
under this Agreement. The Federal Acquisition Regulations in Title 48, CFR 31 shall be
the governing factors regarding allowable elements of cost. All such records shall be
clearly identifiable. Consultant shall allow a representative of the Commission or any
duly authorized representative of the Commission during normal business hours to
examine, audit, and make transcripts or copies of any and all ledgers and books of
account, invoices, vouchers, canceled checks, and any other records or documents
created pursuant to this Agreement. All such information shall be retained by
Consultant for at least three (3) years following termination of this Agreement.
3.25 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,
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.
3.26 Right to Employ Other Consultants. Commission reserves the right
to employ other consultants in connection with the Project. As required, Consultant shall
cooperate fully with any other consultant engaged by the Commission on the Project.
3.27 Governing Law. This Agreement shall be governed by and
construed with the laws of the State of California. Venue shall be in Riverside County.
3.28 Attorneys' 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 attorneys' fees and, all other costs of such
actions.
3.29 Time of Essence. Time is of the essence for each and every
provision of this Agreement.
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3 . 3 0 H e a d i n g s . A r t i c l e a n d S e c t i o n H e a d i n g s , p a r a g r a p h c a p t i o n s o r
m a r g i n a l h e a d i n g s c o n t a i n e d i n t h i s A g r e e m e n t a r e f o r c o n v e n i e n c e o n l y a n d s h a l l h a v e
n o e f f e c t i n t h e c o n s t r u c t i o n o r i n t e r p r e t a t i o n o f a n y p r o v i s i o n h e r e i n .
3 . 3 1 N o t i c e s . A l l n o t i c e s p e r m i t t e d o r r e q u i r e d u n d e r t h i s A g r e e m e n t
s h a l l b e g i v e n t o t h e r e s p e c t i v e p a r t i e s a t t h e f o l l o w i n g a d d r e s s , o r a t s u c h o t h e r
a d d r e s s a s t h e r e s p e c t i v e p a r t i e s m a y p r o v i d e i n w r i t i n g f o r t h i s p u r p o s e :
C O N S U L T A N T :
A t t n :
C O M M I S S I O N :
R i v e r s i d e C o u n t y
T r a n s p o r t a t i o n C o m m i s s i o n
4 0 8 0 L e m o n S t r e e t , 3 ` d F l o o r
R i v e r s i d e , C A 9 2 5 0 1
A t t n : E x e c u t i v e D i r e c t o r
S u c h n o t i c e s h a l l b e d e e m e d m a d e w h e n p e r s o n a l l y d e l i v e r e d o r w h e n m a i l e d , f o r t y -
e i g h t ( 4 8 ) h o u r s a f t e r d e p o s i t i n t h e U . S . m a i l , f i r s t c l a s s p o s t a g e p r e p a i d , a n d
a d d r e s s e d t o t h e p a r t y a t i t s a p p l i c a b l e a d d r e s s . A c t u a l n o t i c e s h a l l b e d e e m e d
a d e q u a t e n o t i c e o n t h e d a t e a c t u a l n o t i c e o c c u r r e d , r e g a r d l e s s o f t h e m e t h o d o f s e r v i c e .
3 . 3 2 C o n f l i c t i n g P r o v i s i o n s . I n t h e e v e n t t h a t p r o v i s i o n s o f a n y a t t a c h e d
e x h i b i t s c o n f l i c t i n a n y w a y w i t h t h e p r o v i s i o n s s e t f o r t h i n t h i s A g r e e m e n t , t h e l a n g u a g e ,
t e r m s a n d c o n d i t i o n s c o n t a i n e d i n t h i s A g r e e m e n t s h a l l c o n t r o l t h e a c t i o n s a n d
o b l i g a t i o n s o f t h e P a r t i e s a n d t h e i n t e r p r e t a t i o n o f t h e P a r t i e s ' u n d e r s t a n d i n g c o n c e r n i n g
t h e p e r f o r m a n c e o f t h e S e r v i c e s .
3 . 3 3 A m e n d m e n t o r M o d i f i c a t i o n . N o s u p p l e m e n t , m o d i f i c a t i o n , o r
a m e n d m e n t o f t h i s A g r e e m e n t s h a l l b e b i n d i n g u n l e s s e x e c u t e d i n w r i t i n g a n d s i g n e d b y
b o t h P a r t i e s .
3 . 3 4 E n t i r e A g r e e m e n t . T h i s A g r e e m e n t c o n t a i n s t h e e n t i r e a g r e e m e n t
o f t h e P a r t i e s r e l a t i n g t o t h e s u b j e c t m a t t e r h e r e o f a n d s u p e r s e d e s a l l p r i o r n e g o t i a t i o n s ,
a g r e e m e n t s o r u n d e r s t a n d i n g s .
3 . 3 5 I n v a l i d i t y : S e v e r a b i l i t y . I f a n y p o r t i o n o f t h i s A g r e e m e n t i s d e c l a r e d
i n v a l i d , i l l e g a l , o r o t h e r w i s e u n e n f o r c e a b l e b y a c o u r t o f c o m p e t e n t j u r i s d i c t i o n , t h e
r e m a i n i n g p r o v i s i o n s s h a l l c o n t i n u e i n f u l l f o r c e a n d e f f e c t .
3 . 3 6 P r o v i s i o n s A p p l i c a b l e W h e n F e d e r a l D e p a r t m e n t o f T r a n s p o r t a t i o n
F u n d s A r e I n v o l v e d . O m i t t e d I n t e n t i o n a l l y
3 . 3 7 N o W a i v e r . F a i l u r e o f C o m m i s s i o n t o i n s i s t o n a n y o n e o c c a s i o n
u p o n s t r i c t c o m p l i a n c e w i t h a n y o f t h e t e r m s , c o v e n a n t s o r c o n d i t i o n s h e r e o f s h a l l n o t
b e d e e m e d a w a i v e r o f s u c h t e r m , c o v e n a n t o r c o n d i t i o n , n o r s h a l l a n y w a i v e r o r
r e l i n q u i s h m e n t o f a n y r i g h t s o r p o w e r s h e r e u n d e r a t a n y o n e t i m e o r m o r e t i m e s b e
3 4
deemed a waiver or relinquishment of such other right or power at any other time or
times.
[Signatures on following page]
•
•
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35
SIGNATURE PAGE
TO
PROFESSIONAL SERVICES AGREEMENT
IN WITNESS WHEREOF, this Agreement was executed on the date first written
above.
RIVERSIDE COUNTY
TRANSPORTATION COMMISSION
By:
CONSULTANT
By:
LINSERT NAME j Signature
Chairman
Approved as to Form:
By:
Best Best & Krieger LLP
General Counsel
Name
Title
36
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S C O P E O F W O R K
B a c k g r o u n d I n f o r m a t i o n
R C T C i s s e e k i n g p r o p o s a l s f r o m q u a l i f i e d e n g i n e e r i n g p r o f e s s i o n a l s t o p r o v i d e
C o n s t r u c t i o n M a n a g e m e n t ( C M ) , M a t e r i a l s T e s t i n g , a n d C o n s t r u c t i o n S u r v e y i n g
S e r v i c e s f o r c o n s t r u c t i o n o f 1 - 2 1 5 W i d e n i n g , M u r r i e t a H o t S p r i n g s R o a d t o S c o t t
R o a d P r o j e c t l o c a t e d i n t h e c i t y o f M u r r i e t a , C A . S e r v i c e s a r e a n t i c i p a t e d t o
i n c l u d e p r e - c o n s t r u c t i o n p l a n , s p e c i f i c a t i o n , a n d e s t i m a t e ( P S & E ) r e v i e w ,
c o n s t r u c t i o n p r o j e c t a d v e r t i s i n g , b i d a n a l y s i s , a n d a w a r d ; c o n s t r u c t i o n i n s p e c t i o n ;
c l a i m a n a l y s i s , c o n t r a c t o r i n t e r f a c e a n d c o n t r a c t a d m i n i s t r a t i o n ; o f f i c e e n g i n e e r i n g ;
a n d o t h e r a s s o r t e d d u t i e s a s a p p r o p r i a t e f o r c o n s t r u c t i o n m a n a g e m e n t , a s w e l l a s
m a t e r i a l s t e s t i n g a n d c o n s t r u c t i o n s u r v e y i n g .
P e r f o r m a n c e R e q u i r e m e n t s
C o n s t r u c t i o n M a n a g e m e n t : O F F E R O R s h a l l f u r n i s h a P r o j e c t M a n a g e r t o
c o o r d i n a t e O F F E R O R o p e r a t i o n s w i t h C O M M I S S I O N . T h e P r o j e c t M a n a g e r s h a l l
b e r e s p o n s i b l e f o r a l l m a t t e r s r e l a t e d t o O F F E R O R p e r s o n n e l a n d o p e r a t i o n s . I t i s
r e c o m m e n d e d t h a t a s i n g l e p o i n t o f c o n t a c t o r R e s i d e n t E n g i n e e r b e a s s i g n e d t o
d i r e c t a n d c o o r d i n a t e c o n s t r u c t i o n a c t i v i t i e s u n d e r t h i s c o n t r a c t . O t h e r A s s i s t a n t
R e s i d e n t E n g i n e e r s m a y b e a s s i g n e d t o e a c h s p e c i f i c p r o j e c t r e s p o n s i b i l i t i e s a s
n e e d e d . R e s i d e n t E n g i n e e r s h a l l b e a C i v i l E n g i n e e r , r e g i s t e r e d i n t h e S t a t e o f
C a l i f o m i a . T h e R e s i d e n t E n g i n e e r s h a l l b e i n r e s p o n s i b l e c h a r g e o f c o n s t r u c t i o n
a c t i v i t y w i t h i n t h e P r o j e c t . T h e R e s i d e n t E n g i n e e r s h a l l b e r e s p o n s i b l e f o r d a i l y
o n - s i t e i n s p e c t i o n s a n d d e c i s i o n s r e g a r d i n g e r o s i o n c o n t r o l t h a t c o m p r i s e a s m a l l
p o r t i o n o f t h e P r o j e c t .
T h e n u m b e r o f O F F E R O R p e r s o n n e l a s s i g n e d t o t h e p r o j e c t w i l l v a r y t h r o u g h o u t
t h e d u r a t i o n o f t h e c o n t r a c t . O F F E R O R p e r s o n n e l w i l l b e a s s i g n e d , i n v a r y i n g
l e v e l s o f r e s p o n s i b i l i t y , a s n e e d e d b y t h e O F F E R O R t o m e e t t h e p r o j e c t s c h e d u l e ,
p r o j e c t r e q u i r e m e n t s , a n d c o n s t r u c t i o n a c t i v i t i e s .
R e s u m e s o f p e r s o n n e l m u s t b e s u b m i t t e d t o C O M M I S S I O N f o r r e v i e w a n d
a p p r o v a l p r i o r t o a s s i g n m e n t t o t h e P r o j e c t . C O M M I S S I O N a n d O F F E R O R w i l l
j o i n t l y d e t e r m i n e t h e q u a l i t y a n d q u a n t i t y o f s e r v i c e s t h a t a r e r e q u i r e d b y
O F F E R O R p e r s o n n e l . P e r s o n n e l s e l e c t e d f o r a s s i g n m e n t b y O F F E R O R s h a l l b e
m a d e a v a i l a b l e f o r p e r s o n a l i n t e r v i e w s p r i o r t o a c c e p t a n c e b y C O M M I S S I O N . I f ,
i n t h e o p i n i o n o f C O M M I S S I O N , a n i n d i v i d u a l l a c k s a d e q u a t e e x p e r i e n c e , t h e
i n d i v i d u a l m a y b e r e j e c t e d o r m a y b e a c c e p t e d o n a t r i a l b a s i s u n t i l s u c h t i m e t h e
i n d i v i d u a l ' s a b i l i t y t o p e r f o r m t h e r e q u i r e d s e r v i c e s h a s b e e n d e m o n s t r a t e d . I f , a t
a n y t i m e , t h e p e r f o r m a n c e o f O F F E R O R p e r s o n n e l i s u n s a t i s f a c t o r y t o
C O M M I S S I O N , C O M M I S S I O N m a y r e l e a s e h i m / h e r b y w r i t t e n n o t i c e a n d m a y
r e q u e s t a n o t h e r q u a l i f i e d p e r s o n b e a s s i g n e d .
3 7
If OFFEROR personnel are on leave of absence, the Project Manager shall
provide approved, equally qualified replacement personnel until the assigned
personnel returns to the Project.
The typical workday includes all hours worked by the construction Contractor. If
necessary, overtime for OFFEROR personnel may be required. The construction
Contractor's operations may be restricted to specific hours during the week, which
shall become the normal workday for OFFEROR personnel. The Project
Manager, with concurrence from COMMISSION, shall have the authority to
increase, decrease, or eliminate OFFEROR personnel work hours dependent on
the schedule and requirements of the construction Contractor. All overtime
required by OFFEROR personnel shall be approved and authorized by
COMMISSION prior to each occurrence.
OFFEROR personnel shall be knowledgeable of and comply with all applicable
local, state, and federal regulations. OFFEROR personnel shall cooperate and
consult with COMMISSION, State, and City officials during the course of the
Project. OFFEROR personnel shall perform duties as may be required to assure
that construction is being performed in accordance with the Project plans and
specifications. OFFEROR personnel shall keep accurate and timely records and
document all work performed by the Contractor and OFFEROR.
OFFEROR shall monitor for Contractor's compliance with the labor standards
provisions of the projects and the related wage determination decisions of the
Secretary of Labor.
OFFEROR personnel shall assist COMMISSION and local agencies in obtaining
compliance with the safety and accident prevention provisions of the projects.
Local agencies will retain jurisdictional control for traffic control.
All services required hereunder shall be performed in accordance with California
Department of Transportation guidelines, regulations, policies, procedures,
manuals, and standards, except as noted in the special provisions.
Materials Testing: The number of field testing personnel assigned to the project
will vary throughout the duration of the construction contract. OFFEROR
personnel will be assigned as needed by the Resident Engineer to meet the
schedule of the construction contractor.
It is anticipated that at least one field technician will be required throughout the
construction contract period. At times, additional technicians may be required to
provide support for on -going construction activities. The duration of assignments
could vary from a minimum of a few days to the full term of the project.
OFFEROR personnel will be available within two (2) days of written notification by
COMMISSION.
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I t i s t h e i n t e n t o f C O M M I S S I O N t o m a i n t a i n a c o n s i s t e n c y o f m a t e r i a l t e s t i n g
q u a l i t y t h r o u g h o u t e a c h p h a s e o f e a c h p r o j e c t . O F F E R O R i s t h e r e f o r e
e n c o u r a g e d t o p r o v i d e , w h e r e e v e r a n d w h e n e v e r p o s s i b l e , t h e s a m e f i e l d
p e r s o n n e l f o r t h e d u r a t i o n o f c o n s t r u c t i o n o f e a c h p r o j e c t .
O n d a y s w h e n w o r k i s n o t p e r f o r m e d b y t h e c o n s t r u c t i o n c o n t r a c t o r , s u c h a s r a i n y
o r u n s u i t a b l e w e a t h e r d a y s , O F F E R O R w i l l n o t p r o v i d e s e r v i c e s u n l e s s a u t h o r i z e d
b y t h e C O M M I S S I O N C o n s t r u c t i o n M a n a g e r .
R e s u m e s o f m a t e r i a l s t e s t i n g p e r s o n n e l m u s t b e s u b m i t t e d t o C O M M I S S I O N f o r
r e v i e w a n d a p p r o v a l p r i o r t o a s s i g n m e n t t o t h e P r o j e c t . I f , a t a n y t i m e , t h e l e v e l o f
p e r f o r m a n c e o f a n y t e s t i n g p e r s o n n e l i s b e l o w e x p e c t a t i o n s , C O M M I S S I O N m a y
r e l e a s e t h a t f i e l d p e r s o n a n d r e q u e s t t h a t a n o t h e r b e a s s i g n e d a s n e e d e d .
I f a m e m b e r o f O F F E R O R ' s p e r s o n n e l i s o n a l e a v e o f a b s e n c e , O F F E R O R ' s
p r o j e c t m a n a g e r w i l l p r o v i d e a n e q u a l l y q u a l i f i e d r e p l a c e m e n t e m p l o y e e u n t i l t h e
o r i g i n a l m e m b e r r e t u m s t o w o r k . T h e r e p l a c e m e n t e m p l o y e e w i l l m e e t a l l t h e
r e q u i r e m e n t s o f a p e r m a n e n t l y a s s i g n e d e m p l o y e e .
A l l p e r s o n n e l w i l l b e k n o w l e d g e a b l e o f , a n d c o m p l y w i t h , a l l a p p l i c a b l e l o c a l ,
C a l t r a n s , a n d f e d e r a l r e g u l a t i o n s ; c o o p e r a t e a n d c o n s u l t w i t h C O M M I S S I O N a n d
l o c a l a g e n c y o f f i c i a l s d u r i n g t h e c o u r s e o f t h e c o n t r a c t ; a n d p e r f o r m o t h e r d u t i e s
a s m a y b e r e q u i r e d t o a s s u r e t h a t t h e c o n s t r u c t i o n i s b e i n g p e r f o r m e d i n
a c c o r d a n c e w i t h t h e p r o j e c t p l a n s a n d s p e c i f i c a t i o n s . O F F E R O R ' s p e r s o n n e l w i l l
k e e p r e c o r d s a n d d o c u m e n t t h e w o r k a s d i r e c t e d b y t h e R e s i d e n t E n g i n e e r .
O F F E R O R p e r s o n n e l s h a l l a s s i s t C O M M I S S I O N a n d l o c a l a g e n c i e s i n o b t a i n i n g
c o m p l i a n c e w i t h t h e s a f e t y a n d a c c i d e n t p r e v e n t i o n p r o v i s i o n s o f t h e p r o j e c t s .
L o c a l a g e n c i e s w i l l r e t a i n j u r i s d i c t i o n a l c o n t r o l f o r t r a f f i c c o n t r o l .
A l l s e r v i c e s r e q u i r e d h e r e u n d e r w i l l b e p e r f o r m e d i n a c c o r d a n c e w i t h C a l t r a n s
r e g u l a t i o n s , p o l i c i e s , p r o c e d u r e s , m a n u a l s , a n d s t a n d a r d s .
C o n s t r u c t i o n S u r v e y i n g : O F F E R O R w i l l f u r n i s h s u r v e y i n g c r e w ( s ) t o p e r f o r m
c o n s t r u c t i o n s u r v e y s f o r t h e p r o j e c t . T h e n u m b e r o f s u r v e y c r e w ( s ) a s s i g n e d t o
t h e p r o j e c t w i l l v a r y t h r o u g h o u t t h e d u r a t i o n o f t h e c o n s t r u c t i o n c o n t r a c t .
O F F E R O R p e r s o n n e l w i l l b e a s s i g n e d a s n e e d e d b y t h e R e s i d e n t E n g i n e e r t o
m e e t t h e s c h e d u l e o f t h e c o n s t r u c t i o n c o n t r a c t o r .
I t i s t h e i n t e n t o f C O M M I S S I O N t o m a i n t a i n a c o n s i s t e n c y o f c o n s t r u c t i o n s u r v e y
q u a l i t y t h r o u g h o u t e a c h p h a s e o f e a c h p r o j e c t . T h e r e f o r e , O F F E R O R i s
e n c o u r a g e d t o p r o v i d e t h e s a m e f i e l d p e r s o n n e l f o r t h e d u r a t i o n o f c o n s t r u c t i o n . I t
i s i m p o r t a n t t h a t t h e F i e l d P a r r y C h i e f ( s ) a s s i g n e d t o a p r o j e c t b e c o m p l e t e l y
f a m i l i a r w i t h t h e s u r v e y r e q u i r e m e n t s a n d t h e a s s i g n m e n t s f o r t h e p r o j e c t .
C o n s t r u c t i o n s u r v e y i n g w i l l n o t b e p e r f o r m e d w h e n c o n d i t i o n s s u c h a s w e a t h e r ,
t r a f f i c , a n d o t h e r f a c t o r s p r e v e n t s a f e a n d e f f i c i e n t o p e r a t i o n .
3 9
Resumes of OFFEROR personnel and certification must be submitted to
COMMISSION for review. OFFEROR personnel must be approved by
COMMISSION prior to assignment to a project. COMMISSION and OFFEROR
will have the responsibility of determining the quality and quantity of work
performed by OFFEROR personnel. If, at any time, the level of performance by
OFFEROR personnel is below expectations, COMMISSION may release the
survey crew member and request that another be assigned.
If OFFEROR's survey crew personnel assigned to the project is on a leave of
absence, the Project Manager will provide an equally qualified replacement(s)
until the original employee(s) retums to work. The replacement will be required to
meet all the requirements of the permanently assigned employee.
OFFEROR personnel will:
• Be knowledgeable of, and comply with all, applicable local, Caltrans, state,
and federal regulations.
• Cooperate and consult with COMMISSION officials during the course of the
contract.
• Perform duties as may be required to assure construction is performed in
accordance with the project plans and specifications.
• Keep records and document work as directed by the Resident Engineer.
All services required hereunder will be performed in accordance with Caltrans
regulations, policies, procedures, manuals, and standards.
Duties and Responsibilities
1. Pre -construction Services
a. Plan Review
OFFEROR shall review construction contract documents prior to construction.
Tasks include review of plans, specifications, technical reports, resident
engineer's pending files, and associated items in order to verify completeness and
consistency throughout the Project. At minimum, OFFEROR shall check for
quantity discrepancies, potential conflicts, constructability, and consistency
between plans, specifications and pay items.
b. Schedule
OFFEROR shall review the proposed Project schedule, compare it to the Project
plans and specifications, and provide recommendations to COMMISSION, as
appropriate, to ensure efficiency of Contractor and OFFEROR operations and
safe and expeditious completion of the Project.
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c . B u d g e t
O F F E R O R s h a l l r e v i e w t h e P r o j e c t e s t i m a t e a n d p r o v i d e r e c o m m e n d a t i o n s t o
C O M M I S S I O N , a s a p p r o p r i a t e , t o e n s u r e e f f i c i e n t u t i l i z a t i o n o f f u n d s a n d c o n t r o l
o f p r o j e c t c o s t s .
2 . B i d P r o c e s s
a . B i d D o c u m e n t s
O F F E R O R s h a l l a s s i s t C O M M I S S I O N , a s r e q u e s t e d , w i t h t h e f o l l o w i n g t a s k s :
1 ) R e v i e w o f b i d d o c u m e n t s
2 ) P r e p a r a t i o n o f b i d t a b u l a t i o n s
b . P r e - c o n s t r u c t i o n M e e t i n g s
O F F E R O R s h a l l a s s i s t C O M M I S S I O N i n c o n d u c t i n g o n e o r m o r e , p r e - c o n s t r u c t i o n
m e e t i n g s w i t h a l l i n v o l v e d p a r t i e s o n t h e P r o j e c t . P a r t i e s m a y i n c l u d e , b u t a r e n o t
l i m i t e d t o , t h e C o n t r a c t o r , t h e d e s i g n e n g i n e e r , c o u n t y , c i t i e s , u t i l i t y c o m p a n i e s , a n d
d e v e l o p e r s .
c . C o n t r a c t A w a r d
O F F E R O R s h a l l a s s i s t C O M M I S S I O N , a s r e q u e s t e d , w i t h t h e f o l l o w i n g t a s k s :
1 ) R e v i e w o f b i d f o r c o m p l e t e n e s s a n d r e s p o n s i v e n e s s
2 ) P e r f o r m b i d a n a l y s i s
3 ) D e v e l o p m e n t o f c o n t r a c t o r p a y m e n t s c h e d u l e s , a n d o t h e r
p r o c e d u r a l i t e m s .
4 ) C h e c k i n g C o n t r a c t o r r e f e r e n c e s , l i c e n s e s , i n s u r a n c e , a n d s u r e t i e s .
5 ) C o o r d i n a t i o n w i t h p r o s p e c t i v e C o n t r a c t o r f o r a w a r d o f c o n s t r u c t i o n
c o n t r a c t ( s ) .
A l l p r o c e s s e s w i l l b e c o n s i s t e n t w i t h p r o c e d u r e s o u t l i n e d b y t h e C a l i f o r n i a
D e p a r t m e n t o f T r a n s p o r t a t i o n f o r S p e c i a l F u n d e d P r o g r a m s .
3 . P r o j e c t A d m i n i s t r a t i o n
a . O F F E R O R s h a l l a d m i n i s t e r p r o j e c t c o n s t r u c t i o n c o n t r a c t u s i n g C a ! t r a n s
C o n s t r u c t i o n M a n u a l a s a g u i d e l i n e .
4 1
b. OFFEROR shall conduct regular project coordination meetings with
Contractor, COMMISSION, local agencies, and design engineer, as
appropriate.
c. OFFEROR shall prepare Contractor progress payments and maintain
payment records and supporting documentation. All progress payments
shall be reviewed by COMMISSION for approval.
d. OFFEROR shall establish and maintain Project records. Project record
keeping shall include, but are not limited to, correspondence, memoranda,
contract documents, change orders, claims, COMMISSION and engineer
directives, meeting minutes, shop drawings, supplementary drawings, and
requests for payment. OFFEROR shall maintain a record of the names,
addresses, and telephone and fax numbers of the Contractors,
subcontractors, and principal material suppliers.
e. OFFEROR shall establish and maintain a filing system for each Project
using the Caltrans Construction Manual as a guideline.
f. OFFEROR shall monitor Contractors' construction schedules on an
ongoing basis and alert COMMISSION to conditions that may lead to
delays in completion of the Project.
g•
OFFEROR shall prepare and submit a monthly Activity Summary Report
for each project. The activity report shall include construction activity,
accomplishments, and status of project budget and schedule.
h. OFFEROR shall review and ensure compliance with environmental
requirements.
i. OFFEROR shall participate in partnering sessions with the Contractor,
COMMISSION, and Local Agencies, as required.
j. OFFEROR shall ensure that the Project meets all provisions of the
Caltrans Quality Assurance Program Manual.
k. OFFEROR shall review Contractors' certified payroll records and assist
COMMISSION with labor compliance.
I. OFFEROR shall ensure that the Project meets all provisions of the Storm
Water Pollution Prevention Plan (SWPPP).
m. OFFEROR shall assure that the Project meets all applicable regulations of
the Air Quality Management District (AQMD).
4. Construction Coordination
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a . O F F E R O R s h a l l p r o v i d e a m i n i m u m o f o n e q u a l i f i e d S e n i o r R e s i d e n t
E n g i n e e r a n d o t h e r q u a l i f i e d R e s i d e n t E n g i n e e r s , a s n e e d e d t o e f f e c t i v e l y
m a n a g e t h e P r o j e c t .
b . O F F E R O R R e s i d e n t E n g i n e e r s h a l l a c t a s a p r i m e p o i n t o f c o n t a c t
b e t w e e n C o n t r a c t o r , C O M M I S S I O N , O F F E R O R ' s c o n s t r u c t i o n s u r v e y o r ,
O F F E R O R ' s m a t e r i a l s i n s p e c t o r , a n d u t i l i t y c o m p a n i e s . O F F E R O R m a y ,
w h e n r e q u e s t e d b y C O M M I S S I O N , a c t a s p o i n t o f c o n t a c t b e t w e e n d e s i g n
e n g i n e e r s , c i t i e s , a n d t h e p u b l i c .
c . O F F E R O R s h a l l m a i n t a i n r e g u l a r c o n t a c t w i t h C O M M I S S I O N ' s
C o n s t r u c t i o n M a n a g e r .
d . O F F E R O R s h a l l c o o r d i n a t e u t i l i t y r e l o c a t i o n s w i t h u t i l i t y c o m p a n i e s a n d
t h e i r d e s i g n e e s , a s w e l l a s t h e u t i l i t y i n s p e c t o r .
e . O F F E R O R s h a l l r e v i e w P r o j e c t p l a n s a n d s p e c i a l p r o v i s i o n s f o r p o s s i b l e
e r r o r s a n d d e f i c i e n c i e s p r i o r t o c o n s t r u c t i o n o f a n y s p e c i f i c e l e m e n t a n d
r e p o r t s u c h f i n d i n g s t o C O M M I S S I O N . S h o u l d C O M M I S S I O N d e t e r m i n e
t h a t c h a n g e s a r e n e c e s s a r y , O F F E R O R s h a l l a s s i s t i n i m p l e m e n t a t i o n a n d
p r o c e s s i n g o f c h a n g e o r d e r s i n a c c o r d a n c e w i t h c o n t r a c t d o c u m e n t s .
f . O F F E R O R s h a l l p r o v i d e a l l r e q u i r e d m o n i t o r i n g , c o o r d i n a t i o n , a n d t r a c k i n g
o f c o n s t r u c t i o n p r o g r e s s t o e n s u r e t h e P r o j e c t p r o c e e d s o n s c h e d u l e a n d
a c c o r d i n g t o t h e o r d e r o f w o r k i n t h e p l a n s a n d s p e c i a l p r o v i s i o n s .
O F F E R O R s h a l l e x p e d i t e w o r k , a s r e q u i r e d , t o m a i n t a i n s c h e d u l e i n
c o n j u n c t i o n w i t h t h e o v e r a l l c o n s t r u c t i o n s t a g i n g p r o g r a m .
O F F E R O R s h a l l c o o r d i n a t e r e v i e w o f s h o p d r a w i n g s a n d R e q u e s t s f o r
I n f o r m a t i o n ( R F I ) w i t h t h e C o n s t r u c t i o n M a n a g e r . O F F E R O R s h a l l l o g a n d
t r a c k a l l s u b m i t t a l s a n d r e q u e s t s .
g .
h . O F F E R O R s h a l l p r o v i d e a q u a l i f i e d S W P P P c o o r d i n a t o r w h o s h a l l r e v i e w
c o n t r a c t o r p r e p a r e d S t o r m W a t e r P o l l u t i o n P r e v e n t i o n P l a n s ( S W P P P ) a n d
c o o r d i n a t e a p p r o v a l w i t h C O M M I S S I O N . O F F E R O R s h a l l c o o p e r a t e w i t h
m o n i t o r i n g a g e n c y i n s p e c t i o n s a n d f i e l d r e v i e w s .
i . O F F E R O R s h a l l c o o r d i n a t e t h e i m p l e m e n t a t i o n o f a n y c h a n g e s w i t h t h e
C o n s t r u c t i o n M a n a g e r a n d t h e d e s i g n e n g i n e e r .
j . O F F E R O R s h a l l r e v i e w a n d a p p r o v e f a l s e w o r k a n d s h o r i n g p l a n s .
k . O F F E R O R s h a l l r e v i e w a n d a p p r o v e T r a f f i c C o n t r o l P l a n s a n d f o r w a r d t o
C O M M I S S I O N t o g e t C i t y a p p r o v a l a s n e c e s s a r y .
I . O F F E R O R s h a l l c o o r d i n a t e a l l P r o j e c t c o n s t r u c t i o n a c t i v i t i e s w i t h o t h e r o n -
4 3
going projects within and adjacent to the Project limits.
5. Construction Inspection
a. OFFEROR shall coordinate all required inspections necessary for the
Project. OFFEROR shall ensure that appropriate City, and local agency
are notified and present as required throughout the Project. OFFEROR
shall notify COMMISSION immediately regarding any directives,
recommendations, notices, etc. received from agencies other than
COMMISSION.
b. OFFEROR shall perform and document daily on -site inspections of the
progress and quality of construction to determine if the work being
performed is in general conformance with the contract documents, all
applicable laws, codes, and ordinances.
c. OFFEROR shall exercise reasonable care and diligence to discover and
promptly report to COMMISSION any and all defects or deficiencies in the
materials or workmanship used in the Project.
d. OFFEROR personnel assigned to the Project shall be thoroughly familiar
with Caltrans Standard Specifications, Caltrans Standard Plans, and
Caltrans Erosion Control and Highway Planting requirements. OFFEROR
personnel shall have the ability to read and interpret construction plans and
specifications. OFFEROR personnel shall also have knowledge of State of
California Construction Safety Orders (CaIOSHA) and traffic control
practices as specified in the Work Area Traffic Control Handbook
(WATCH). In addition, OFFEROR personnel shall be familiar with the
construction requirements of Storm Water Pollution Prevention Program.
e. Assignments to be performed by OFFEROR personnel shall include, but
are not limited to, the following:
1) Paving and subgrade inspection, structures and foundation
inspection, signing and striping inspection, quantity calculations,
checking grade and alignment, construction traffic control, and
duties that may be required to determine that construction of the
Project is being performed in accordance with the contract
documents.
2) Identifying actual and potential problems associated with the Project
and recommending sound engineering solutions.
3) Subgrade inspection, hardscape inspection, trenching & irrigation
inspection, quantity calculations, checking grade and alignment,
sub -surface & finish surface drainage inspection, soil amendments
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a n d p l a n t m a t e r i a l i d e n t i f i c a t i o n & q u a l i t y c o n t r o l , a l o n g w i t h o t h e r
d u t i e s t h a t m a y b e r e q u i r e d t o d e t e r m i n e t h a t c o n s t r u c t i o n o f t h e
P r o j e c t i s b e i n g p e r f o r m e d i n a c c o r d a n c e w i t h t h e c o n t r a c t
d o c u m e n t s .
4 ) A r r a n g e t e s t i n g i n a c c o r d a n c e w i t h C a ! t r a n s h i g h w a y p l a n t i n g
p r o c e d u r e s .
5 ) M a i n t a i n i n g a w a r e n e s s o f s a f e t y a n d h e a l t h r e q u i r e m e n t s .
M o n i t o r i n g C o n t r a c t o r s ' c o m p l i a n c e w i t h a p p l i c a b l e r e g u l a t i o n s a n d
c o n s t r u c t i o n c o n t r a c t p r o v i s i o n s f o r t h e p r o t e c t i o n o f t h e p u b l i c a n d
P r o j e c t p e r s o n n e l .
6 ) P r e p a r i n g c o m p l e t e a n d a c c u r a t e d a i l y r e p o r t s , c a l c u l a t i o n s , p r o j e c t
r e c o r d s , p a y m e n t q u a n t i t y d o c u m e n t s , r e p o r t s , a n d c o r r e s p o n d e n c e
r e l a t e d t o P r o j e c t a c t i v i t i e s . D o c u m e n t s s h a l l b e s u f f i c i e n t t o p r o v i d e
a c t u a l c o s t o f f o r c e a c c o u n t w o r k .
7 ) P r e p a r i n g c o n s t r u c t i o n s k e t c h e s , d r a w i n g s , a n d c r o s s - s e c t i o n s , a s
n e c e s s a r y .
8 ) K e e p r e c o r d s o f a l l d e v i a t i o n s f r o m t h e a p p r o v e d p l a n s t o a s s i s t t h e
D e s i g n E n g i n e e r i n t h e p r e p a r a t i o n o f a s - b u i l t p l a n s .
9 ) P r o v i d i n g i n s p e c t i o n s f o r e n v i r o n m e n t a l c o m p l i a n c e .
1 0 ) M a i n t a i n i n g a w a r e n e s s o f w a t e r d i s c h a r g e r e q u i r e m e n t s . M o n i t o r i n g
C o n t r a c t o r s ' c o m p l i a n c e w i t h a p p l i c a b l e r e g u l a t i o n s a n d c o n s t r u c t i o n
c o n t r a c t p r o v i s i o n s .
1 1 ) M o n i t o r i n g C o n t r a c t o r s ' c o m p l i a n c e w i t h a p p l i c a b l e r e g u l a t i o n s
r e q u i r e d b y A Q M D .
1 2 ) 0 t h e r d u t i e s a s m a y b e r e q u i r e d o r r e a s o n a b l y r e q u e s t e d .
6 . P r o j e c t S u p p o r t
a . C o n s t r u c t i o n S u r v e y s
O F F E R O R s h a l l p e r f o r m c o n s t r u c t i o n s u r v e y i n g s e r v i c e s , f i e l d c a l c u l a t i o n s , a n d
h o m e o f f i c e c a l c u l a t i o n s t o s u p p o r t c o n s t r u c t i o n o f t h e p r o j e c t s . O F F E R O R m a y
b e r e q u e s t e d t o r e v i e w a v a i l a b l e s u r v e y d a t a , c o n s t r u c t i o n p l a n s , a n d r i g h t - o f - w a y
p l a n s t o c o n f i r m c o m p a t i b i l i t y a n d t o i d e n t i f y d i s c r e p a n c i e s p r i o r t o a n d d u r i n g
c o n s t r u c t i o n o f p r o p o s e d p r o j e c t s . T h e R e s i d e n t E n g i n e e r w i l l a s s i g n s u r v e y w o r k
t o t h e C O N S U T L T A N T b y i s s u i n g a " R e q u e s t f o r S u r v e y S e r v i c e s " . R e q u e s t s
4 5
may include, but not be limited to, the following types of surveys and related
services:
1) Construction Surveys
OFFEROR shall assist the Resident Engineer in all phases of construction
staking and calculations as needed.
Survey calculations and adjustments shall be performed with established and
computed coordinates based on the California Coordinate System.
Cross-section data collection shall be performed by conventional and terrain
line interpolation survey methods.
Survey data will include topography, cross-section, and other survey data in
computer formats compatible with the Ca!trans computer survey and design
systems.
Prepare and maintain survey documents. Survey documents include survey
field notes, maps, drawings, and other survey documents.
Perform construction staking, including but not limited to:
• Utility locations
• Clearing limits
• Slope staking
• Storm drain, sanitary sewer, and irrigation systems
• Drainage structures
• Curbs, gutters, and sidewalk
• Horizontal and vertical control for structures and portions of structures
(bents, abutments, wingwalls, etc.)
• Rough grade
• Finish grade
Monitor for settlement, if required
Global Positioning Satellite (GPS) equipment shall be made available if
required by the COMMISSION
2) Right of Way Lines
Existing right of way will be established from Local Agency's record
information and existing monumentation.
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R i g h t o f w a y m o n u m e n t a t i o n s h a l l b e r e n e w e d a n d r e s t o r e d i n
a c c o r d a n c e w i t h S e c t i o n 1 0 . 4 o f t h e C a l t r a n s " S u r v e y M a n u a l " a n d t h e
S t a t e o f C a l i f o r n i a L a n d S u r v e y o r ' s A c t .
" C o m e r r e c o r d s a n d r e c o r d s o f s u r v e y s s h a l l b e p r e p a r e d a n d f i l e d i n
a c c o r d a n c e w i t h t h e a p p l i c a b l e s t a n d a r d s a n d t h e S t a t e o f C a l i f o m i a
L a n d S u r v e y o r ' s A c t .
" P e r p e t u a t e e x i s t i n g m o n u m e n t a t i o n . I n c l u d e s r e s t o r i n g , r e n e w i n g ,
r e f e r e n c i n g , a n d r e s e t t i n g e x i s t i n g b o u n d a r y r e l a t e d m o n u m e n t a t i o n .
I n a d d i t i o n , s t a k e a r e a s w h e r e c o n s t r u c t i o n d i s t u r b s t h e e x i s t i n g r i g h t
o f w a y , p r e p a r i n g a n d f i l i n g r e q u i r e d m a p s a n d r e c o r d s .
" R i g h t o f W a y S u r v e y s . I n c l u d e s r e s e a r c h a n d p r e p a r a t i o n f i l i n g o f
r e q u i r e d m a p s a n d r e c o r d s . I n a d d i t i o n , l o c a t e a n d s e t m o n u m e n t s f o r
r i g h t o r w a y a n d s t a k i n g f o r r i g h t o f w a y f e n c e s .
" F i n a l m o n u m e n t a t i o n . I n c l u d e s s e t t i n g o f c e n t e r l i n e p o i n t s o f c o n t r o l
u p o n c o m p l e t i o n o f c o n s t r u c t i o n .
3 ) S p e c i a l D e s i g n D a t a S u r v e y s
I n c l u d e s d r a i n a g e , u t i l i t y , a n d s u r v e y s r e q u i r e d f o r s p e c i a l f i e l d s t u d i e s .
b . M a t e r i a l s T e s t i n g a n d G e o t e c h n i c a l S e r v i c e s
O F F E R O R w i l l p r o v i d e e x p e r i e n c e d p e r s o n n e l , e q u i p m e n t , a n d f a c i l i t i e s t o
p e r f o r m v a r i o u s c o n s t r u c t i o n m a t e r i a l s s a m p l i n g a n d t e s t i n g . L a b o r a t o r y a n d f i e l d
m a t e r i a l s t e s t i n g w i l l b e u s e d t o e n s u r e t h a t s t r u c t u r e a n d r o a d w a y c o n s t r u c t i o n
w o r k c o n f o r m s t o C a l i f o r n i a S t a t e D e p a r t m e n t o f T r a n s p o r t a t i o n ( C a l t r a n s )
s t a n d a r d s , s p e c i f i c a t i o n s , a n d s p e c i a l p r o v i s i o n s f o r m a t e r i a l q u a l i t y a n d
w o r k m a n s h i p .
A l l f i e l d a n d l a b o r a t o r y t e s t i n g i s t o b e p e r f o r m e d i n a c c o r d a n c e w i t h C a l i f o r n i a
T e s t M e t h o d s .
O F F E R O R w i l l b e r e s p o n s i b l e f o r t h e a c c u r a c y a n d c o m p l e t e n e s s o f a l l t e s t d a t a
c o m p i l a t i o n a n d r e s u l t s .
c . P u b l i c R e l a t i o n s
O F F E R O R s h a l l r e t a i n a p u b l i c r e l a t i o n s f i r m t o i m p l e m e n t a p u b l i c o u t r e a c h
p r o g r a m f o r t h e p r o j e c t . O F F E R O R s h a l l c o o r d i n a t e p u b l i c a w a r e n e s s f o r t h e
p r o j e c t w i t h C O M M I S S I O N i n c o n j u n c t i o n w i t h t h e l o c a l a g e n c i e s . T h e O F F E R O R
w i l l m a n a g e a l l p u b l i c a w a r e n e s s a c t i v i t i e s f o r t h i s p r o j e c t . O F F E R O R ' s p u b l i c
4 7
relations firm will be responsible for but not limited to the following outreach
activities:
• Attend construction meetings
• Dissemination of traffic advisories
• Respond to public inquiries/calls
• Organize ground breaking and ribbon cutting ceremonies
• Develop and maintain project information on the Commission's
website
d. Permits
OFFEROR shall review the project for permit compliance and coordinate with
COMMISSION and the design engineer to ensure that necessary permits are
obtained. OFFEROR shall assist COMMISSION in the coordination, timely
processing and verification of approval for all permits. OFFEROR shall maintain
permits and permit documentation on site.
7. Cost and Schedule
a. OFFEROR shall monitor and track the following:
1. Contract pay item quantities and payments
2. Contract change orders
3. Supplemental work items
4. Agency furnished materials
5. Anticipated extra work balance
6. Contingency balance
7. Project budget
b. OFFEROR shall review and monitor Contractor's schedule and inform
COMMISSION of any significant changes or deviations in the schedule.
c. OFFEROR shall provide and maintain a Project staffing plan of field office
personnel. In cooperation with COMMISSION, the staffing plan shall be
periodically updated to reflect Project progress and needs.
8. Contract Chanqe Orders and Claims
a. OFFEROR shall receive and evaluate requests for changes and/or
substitutions by the Contractor. Contract Change Orders submitted to
COMMISSION shall be accompanied by OFFEROR recommendations.
Where applicable, OFFEROR shall convey proposed changes to design
engineer, or other project Offerors. If the requested changes are accepted,
OFFEROR shall negotiate and prepare appropriate Contract Change
Orders.
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b . O F F E R O R s h a l l a t t e m p t t o a v o i d a l l u n n e c e s s a r y C o n t r a c t C h a n g e O r d e r s .
W h e n a C o n t r a c t C h a n g e O r d e r i s n e c e s s a r y , O F F E R O R s h a l l c o n s u l t w i t h
C O M M I S S I O N p r i o r t o i t s p r e p a r a t i o n . U n l e s s d i r e c t e d o t h e r w i s e b y
C O M M I S S I O N , t h e p r e f e r r e d m e t h o d o f p a y m e n t f o r C o n t r a c t C h a n g e
O r d e r s s h o u l d b e a s f o l l o w s :
1 ) A g r e e d P r i c e
2 ) A d j u s t m e n t i n c o m p e n s a t i o n t o a b i d i t e m
3 ) T i m e a n d m a t e r i a l s o r F o r c e A c c o u n t
c . O F F E R O R s h a l l a t t e m p t t o i d e n t i f y a l l p o t e n t i a l c l a i m s , t r a c k a n d m o n i t o r
u n r e s o l v e d c l a i m s , a n d i m p l e m e n t c l a i m s a v o i d a n c e p r o c e s s e s .
d . O F F E R O R s h a l l a s s i s t C O M M I S S I O N , a s r e q u e s t e d , i n t h e i d e n t i f i c a t i o n ,
r e s o l u t i o n , a n d f i n a l d i s p o s i t i o n o f c l a i m s f i l e d b y t h e C o n t r a c t o r o r t h i r d
p a r t i e s a g a i n s t C O M M I S S I O N o r t h e P r o j e c t .
9 . S a f e t y
I n a d d i t i o n t o t h e r e q u i r e m e n t s s p e c i f i e d e l s e w h e r e i n t h i s c o n t r a c t , t h e f o l l o w i n g
s h a l l a l s o a p p l y :
a . O F F E R O R s h a l l i m p l e m e n t a n d c o n d u c t a c o m p r e h e n s i v e s a f e t y p r o g r a m
i n c l u d i n g r e g u l a r t a i l - g a t e s a f e t y m e e t i n g s f o r O F F E R O R p e r s o n n e l .
O F F E R O R s h a l l p r o v i d e m o n t h l y O F F E R O R s t a t u s o f s a f e t y r e p o r t s .
b . O F F E R O R s h a l l c o m p l y w i t h S t a t e o f C a l i f o r n i a C o n s t r u c t i o n S a f e t y O r d e r s
a n d p r o v i s i o n s o f t h e C a ! t r a n s C o n s t r u c t i o n M a n u a l .
c . O F F E R O R s h a l l p r o v i d e a p p r o p r i a t e s a f e t y t r a i n i n g f o r a l l O F F E R O R f i e l d
p e r s o n n e l .
d . O F F E R O R s h a l l p r o v i d e a l l n e c e s s a r y s a f e t y e q u i p m e n t a s r e q u i r e d f o r
O F F E R O R p e r s o n n e l .
1 0 . P r o j e c t C l o s e O u t
a . O F E R O R s h a l l p r e p a r e a l i s t o f i t e m s t o b e c o m p l e t e d a n d / o r c o r r e c t e d b y
t h e C o n t r a c t o r f o r f i n a l c o m p l e t i o n o f t h e P r o j e c t .
b O F F E R O R s h a l l c o l l e c t a n d f u r n i s h a s - b u i l t i n f o r m a t i o n t o t h e d e s i g n
e n g i n e e r f o r p r e p a r a t i o n o f a s - b u i l t d r a w i n g s i n c l u d i n g p r e - s t r e s s d r a w i n g s
a n d p i l e l o g s , a s a p p l i c a b l e .
c . O F F E R O R s h a l l r e v i e w a n d v e r i f y c o m p l e t e n e s s o f a s - b u i l t d r a w i n g s .
4 9
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"
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b . S u r v e y n o t e s , d r a w i n g s , c a l c u l a t i o n s , a n d o t h e r s u r v e y d o c u m e n t s a n d
i n f o r m a t i o n s h a l l b e c o m p l e t e d a s r e q u i r e d b y t h e s u r v e y r e q u e s t a n d t h e
r e q u i r e m e n t s h e r e i n .
c . A l l o r i g i n a l s u r v e y d o c u m e n t s r e s u l t i n g f r o m t h i s c o n t r a c t , i n c l u d i n g o r i g i n a l
f i e l d n o t e s , a d j u s t m e n t c a l c u l a t i o n s , f i n a l r e s u l t s , a n d a p p r o p r i a t e
i n t e r m e d i a t e d o c u m e n t s , s h a l l b e d e l i v e r e d t o t h e R e s i d e n t E n g i n e e r a n d
s h a l l b e c o m e t h e p r o p e r t y o f C O M M I S S I O N . A c o p y o f a l l s u r v e y d o c u m e n t s
f u r n i s h e d b y C O M M I S S I O N s h a l l b e r e t a i n e d b y O F F E R O R f o r f u t u r e
r e f e r e n c e .
W h e n t h e s u r v e y i s p e r f o r m e d w i t h a t o t a l s t a t i o n s u r v e y s y s t e m , t h e o r i g i n a l
f i e l d n o t e s s h a l l b e a h a r d c o p y i n a r e a d a b l e f o r m a t o f t h e d a t a
( o b s e r v a t i o n s ) a s o r i g i n a l l y c o l l e c t e d a n d s u b m i t t e d b y t h e s u r v e y p a r t y . T h e
h a r d c o p y s h a l l b e s i g n e d b y t h e P a r t y C h i e f . I f t h e P a r t y C h i e f i s n o t
l i c e n s e d , t h e p e r s o n i n " r e s p o n s i b l e c h a r g e " w i l l b e r e q u i r e d t o s i g n .
d . D e l i v e r a b l e s t o t h e R e s i d e n t E n g i n e e r s h a l l f o l l o w t h e f o r m a t s p e c i f i e d b e l o w :
" H o r i z o n t a l C o n t r o l
" A l p h a n u m e r i c h a r d c o p y p o i n t l i s t i n g w i t h a d j u s t e d C a l i f o r n i a
C o o r d i n a t e S y s t e m n o r t h i n g a n d e a s t i n g s a n d t h e a p p r o p r i a t e
d e s c r i p t i o n s .
" V e r t i c a l C o n t r o l
" A l p h a n u m e r i c h a r d c o p y b e n c h m a r k l i s t i n g w i t h a d j u s t e d e l e v a t i o n s
c o m p a t i b l e w i t h t h e d e s i g n d a t u m .
" T o p o g r a p h y
" A l p h a n u m e r i c h a r d c o p y l i s t i n g , h a r d c o p y d r a w i n g , a n d c o m p u t e r
a i d e d d r a w i n g a n d d e s i g n ( C A D D ) d i g i t a l d r a w i n g . T h e C A D D
d r a w i n g s h a l l b e c o m p a t i b l e w i t h t h e s y s t e m s u t i l i z e d b y C a l t r a n s .
D a t a c o l l e c t i o n m e t h o d u s e d t o c o l l e c t c r o s s - s e c t i o n d a t a a n d t h e c o d i n g
( f e a t u r e d e s c r i p t i o n ) o f t e r r a i n d a t a f o r c r o s s - s e c t i o n s s h a l l c o n f o r m t o t h e
s u r v e y r e q u e s t r e q u i r e m e n t s . D e l i v e r a b l e s s h a l l d e p e n d o n t h e d a t a
c o l l e c t i o n m e t h o d a s f o l l o w s :
" C o n v e n t i o n a l C r o s s S e c t i o n s ( e a c h c r o s s s e c t i o n ) :
F o r e a c h c r o s s - s e c t i o n a n d a l p h a n u m e r i c l i s t i n g , a h a r d c o p y
d r a w i n g , a n d a c o m p u t e r f o r m a t t e d f i l e c o m p a t i b l e w i t h t h e s y s t e m s
u t i l i z e d b y C a l t r a n s .
" T e r r a i n L i n e I n t e r p o l a t i o n C r o s s S e c t i o n D a t a ( e a c h t e r r a i n l i n e
i n t e r p o l a t i o n s u r v e y ) :
T e r r a i n l i n e i n t e r p o l a t i o n c r o s s s e c t i o n s s h a l l i n c l u d e a n a l p h a
n u m e r i c l i s t i n g , a h a r d c o p y p l a n v i e w d r a w i n g o f t h e t e r r a i n l i n e s , a n d
5 1
a computer input file. The computer input file shall be provided in a
format compatible with the systems utilized by Caltrans.
e. Data Collector Data
If specified in the survey request, the raw data from the data collector shall be
provided in a format conforming to the survey request requirements
f. Other
As specified in the survey request.
Equipment and Materials to be provided by Offeror
1. OFFEROR will provide office space, telephones, desks, chairs, computers,
and appropriate office equipment. One (1) office with a desk, chair,
telephone, and computer will be reserved for the COMMISSION.
2. OFFEROR shall provide all necessary equipment including software,
materials, supplies, miscellaneous tools, and safety equipment required for
its personnel to perform the services accurately, efficiently, and safely.
Only those items listed in Attachment B, OFFEROR Cost Proposal, shall
be reimbursed by COMMISSION.
2. OFFEROR personnel shall be provided with vehicles suitable for the
location and nature of the work involved. Vehicles shall be equipped with
flashing yellow lights, either permanently or temporarily affixed.
3. OFFEROR personnel shall be provided with a mobile radio, cellular phone,
or other means to assure full-time communication. If a radio system is to
be used, OFFEROR shall provide a base station at the Feld office.
4. OFFEROR personnel shall be provided with all applicable standard plans,
specifications, and other standards as appropriate (see item G below).
5. For Materials Testing, OFFEROR and its staff will be fully equipped at all
times to perform the services required, including but not limited to the
following:
a. An on -site mobile laboratory or laboratory in close proximity to the project
will be required. The type and location of the lab should be such that it can
meet the needs of the project in an efficient, time effective manner. The
laboratory is to be fully staffed, equipped, and supplied to conduct all
required soils, materials, and concrete breaking tests in a timely manner.
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b . O F F E R O R ' s p e r s o n n e l w i l l b e p r o v i d e d w i t h r a d i o s , m o b i l e p h o n e s , o r
o t h e r m e a n s t o a s s u r e f u l l - t i m e c o m m u n i c a t i o n . O F F E R O R v e h i c l e s w i l l
h a v e f l a s h i n g l i g h t s , v i s i b l e f r o m t h e r e a r , w i t h a d r i v e r c o n t r o l s w i t c h . V a n s
w i t h o u t s i d e w i n d o w s w i l l n o t b e u s e d . C O M M I S S I O N f u r n i s h e d m a g n e t i c
l o g o s w i l l b e a f f i x e d t o e a c h s i d e o f t h e v e h i c l e a t a l l t i m e s t h e v e h i c l e i s
b e i n g u s e d f o r t h e w o r k u n d e r t h i s c o n t r a c t .
E a c h v e h i c l e i s t o b e f u l l y c o n t a i n e d w i t h a l l n e c e s s a r y e q u i p m e n t a n d
s u p p l i e s n e c e s s a r y t o p e r f o r m t h e f i e l d s a m p l i n g a n d t e s t s r e q u i r e d .
c . F i e l d p e r s o n n e l w i l l b e p r o v i d e d w i t h a l l n e c e s s a r y s a f e t y e q u i p m e n t t o
p e r m i t w o r k t o b e p e r f o r m e d s a f e l y a n d e f f i c i e n t l y w i t h i n o p e r a t i n g h i g h w a y
a n d c o n s t r u c t i o n z o n e e n v i r o n m e n t s .
d . A l l e q u i p m e n t t o b e c a l i b r a t e d a s p e r S e c t i o n 3 - 1 0 a n d 3 - 1 1 o f C a l t r a n s '
Q u a l i t y A s s u r a n c e P r o g r a m M a n u a l .
6 . F o r c o n s t r u c t i o n s u r v e y i n g , O F F E R O R a n d s t a f f s h a l l h a v e a d e q u a t e
e q u i p m e n t a n d s u p p l i e s t o c o m p l e t e t h e r e q u i r e d s u r v e y w o r k . E q u i p m e n t
a n d s u p p l i e s s h a l l , i n c l u d e , b u t n o t b e l i m i t e d t o :
a . S u r v e y v e h i c l e s
S u r v e y v e h i c l e s w i l l b e s u i t a b l e t o p e r f o r m t h e r e q u i r e d w o r k i n v a r y i n g t e r r a i n
a n d c o n d i t i o n s e n c o u n t e r e d o n t h e p r o j e c t . V e h i c l e s s h a l l b e f u l l y e q u i p p e d
w i t h a l l n e c e s s a r y t o o l s , i n s t r u m e n t s , s u p p l i e s , a n d s a f e t y e q u i p m e n t r e q u i r e d
t o p e r f o r m t h e w o r k a c c u r a t e l y , e f f i c i e n t l y , a n d s a f e l y . V e h i c l e s s h a l l b e
e q u i p p e d w i t h a f l a s h i n g y e l l o w b e a c o n l i g h t .
b . D a t a P r o c e s s i n g S y s t e m s
D a t a p r o c e s s i n g s y s t e m s s h a l l i n c l u d e h a r d w a r e a n d s o f t w a r e t o :
" P e r f o r m i n g s u r v e y a n d s t a k i n g c a l c u l a t i o n s f r o m t h e d e s i g n p l a n s
a n d s p e c i f i c a t i o n s ;
" R e d u c e s u r v e y d a t a c o l l e c t e d w i t h c o n v e n t i o n a l a n d t o t a l s t a t i o n
s u r v e y s y s t e m s ;
" P e r f o r m n e t w o r k a d j u s t m e n t s f o r h o r i z o n t a l a n d v e r t i c a l c o n t r o l
s u r v e y s ;
" F o r m a t s u r v e y d a t a t o b e c o m p a t i b l e w i t h t h e C a l t r a n s c o m p u t e r
s u r v e y a n d d a t a s y s t e m .
c . D r a f t i n g e q u i p m e n t a n d s u p p l i e s .
d . D i g i t a l c a l c u l a t o r s .
e . H a n d t o o l s a s a p p r o p r i a t e f o r t h e r e q u e s t e d s u r v e y w o r k .
5 3
f. Traffic cones (minimum 25). Traffic cones shall be 28 inches in height
(minimum).
g. Traffic control devices as required to perform the requested survey work.
Traffic control devices include signs, sign bases, flags, and hand held signs.
h. Leveling instruments and equipment:
• Self -leveling level. Precision: standard deviation in one mile of double
run leveling 0.005 feet or less.
• Suitable level rods for the work to be performed.
i. Distance measuring instruments and equipment:
• Electronic distance measurer (EDM). Precision: standard deviation 3
mm plus 3 PPM, or less; Range: Minimum one mile under average
atmospheric conditions.
• Prisms, sufficient to perform the required work.
• Tapes; steel, cloth.
Angle measuring instruments and equipment:
• Theodolite for non -control surveys; Precision: direct circle reading to
three seconds, or equivalent, horizontal and vertical.
• Targets as required to perform the work.
k. When required for efficient survey operations, total station survey systems
consisting of an electronic angle measuring instrument, EDM, and electronic
data collector shall be provided. The angle measuring instruments and EDM
shall conform to the requirements for the equipment previously listed.
I. Radio or cellular communications equipment for communication between field
office and field crews.
m. Ca!trans manuals, standards, forms, and other policies and procedures to be
followed to perform the required work.
Materials to be Furnished by Commission
1. COMMISSION will provide copies of all Project construction documents
including plans, special provisions, reports, designer prepared resident
engineer files, and contracts.
2. COMMISSION will provide copies of all previously secured permits and
Project authorizations.
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3 . A p p r o p r i a t e f o r m s f o r r e c o r d i n g t e s t d a t a i n a c c o r d a n c e w i t h C a l t r a n s
p r a c t i c e s a n d p r o c e d u r e s o u t l i n e d i n t h e " M a n u a l o f T e s t " .
4 . M a g n e t i c C O M M I S S I O N l o g o s t o b e a f f i x e d t o O F F E R O R v e h i c l e s .
S t a n d a r d s
A l l c o n s t r u c t i o n i n s p e c t i o n , s u r v e y s , m a t e r i a l s s a m p l i n g a n d t e s t i n g , a n d c o n t r a c t
a d m i n i s t r a t i o n s h a l l b e i n a c c o r d a n c e w i t h t h e P r o j e c t b i d d o c u m e n t s , s p e c i a l
p r o v i s i o n s , p l a n s , a n d c u r r e n t C a l t r a n s M a n u a l s i n c l u d i n g :
1 . C o n s t r u c t i o n M a n u a l a n d i t s r e v i s i o n s
2 . B r i d g e C o n s t r u c t i o n R e c o r d s a n d P r o c e d u r e s M a n u a l
3 . Q u a l i t y A s s u r a n c e P r o g r a m M a n u a l
4 . M a n u a l o f T r a f f i c C o n t r o l s f o r C o n s t r u c t i o n a n d M a i n t e n a n c e W o r k Z o n e s
5 . C a l t r a n s S t a n d a r d S p e c i f i c a t i o n s a n d S t a n d a r d P l a n s
6 . C a l t r a n s S t o r m W a t e r P o l l u t i o n P r e v e n t i o n P l a n ( S W P P P ) a n d W a t e r
P o l l u t i o n C o n t r o l P r o g r a m ( W P C P ) P r e p a r a t i o n M a n u a l
7 . M a n u a l o f T e s t ( 3 v o l u m e s )
8 . S u r v e y M a n u a l
9 . D i s t r i c t 8 S t a n d a r d S t a k i n g P r o c e d u r e s M a n u a l
W o r k n o t c o v e r e d b y t h e m a n u a l s s h a l l b e p e r f o r m e d i n a c c o r d a n c e w i t h a c c e p t e d
p r o f e s s i o n a l s t a n d a r d s .
S u r v e y s p e r f o r m e d b y O F F E R O R s h a l l c o n f o r m t o t h e r e q u i r e m e n t s o f t h e L a n d
S u r v e y o r ' s A c t . I n a c c o r d a n c e w i t h t h e L a n d S u r v e y o r ' s A c t , " r e s p o n s i b l e c h a r g e "
f o r t h e w o r k s h a l l r e s i d e w i t h t h e L i c e n s e d L a n d S u r v e y o r o r a p r e - J a n u a r y 1 ,
1 9 8 2 , R e g i s t e r e d P r o f e s s i o n a l C i v i l E n g i n e e r i n t h e S t a t e o f C a l i f o r n i a .
U n l e s s o t h e r w i s e s p e c i f i e d i n t h e s u r v e y r e q u e s t , c o n t r o l s u r v e y s s h a l l c o n f o r m t o
s e c o n d o r d e r ( m o d i f i e d ) a c c u r a c y s t a n d a r d s a s s p e c i f i e d i n t h e C a l t r a n s " S u r v e y
M a n u a l " .
A d d i t i o n a l s t a n d a r d s f o r s p e c i f i c s u r v e y w o r k m a y b e i n c l u d e d i n t h e a p p l i c a b l e
r e q u e s t f o r s u r v e y . S u c h s t a n d a r d s s u p p l e m e n t t h e s t a n d a r d s s p e c i f i e d h e r e i n . I f
5 5
additional standards conflict with the standards specified herein, the "Survey
Request's" standard shall govern.
The Resident Engineer and COMMISSION will decide all questions which may
arise as to the quality or acceptability of deliverables furnished and work
performed for this contract. Any OFFEROR employee who does not perform
adequately will be replaced if directed by the COMMISSION Construction
Manager.
Availability and Work Hours
The typical workday includes all hours worked by COMMISSION's construction
Contractor. The construction Contractor's operations may be restricted to specific
hours during the week, which will become the normal workday for OFFEROR's
personnel. On days when work is not performed by the construction contractor,
such as rainy or unsuitable weather days, OFFEROR services will not be provided
unless authorized by the COMMISSION Construction Manager.
Unless otherwise directed by COMMISSION, the normal work week will consist of
40 hours. From time to time, overtime may be required. However, overtime will
be worked only when approved in writing by COMMISSION.
Limitations to Authority
OFFEROR does not have the authority to:
1. Authorize deviations from the contract documents.
2. Approve substitute materials or equipment; except as authorized in writing
by COMMISSION.
3. Conduct or participate in tests or third party inspections; except as
authorized in writing by COMMISSION.
4. Assume any of the responsibilities of the Contractors, Contractors'
Superintendent, or subcontractors.
5. Exercise control over or be responsible for construction means, methods,
techniques, sequences, procedures, or safety precautions.
6. Communicate directly with subcontractors or material suppliers without the
prior consent of the Contractor.
7. Verbally authorize or approve change orders or extra work for the Project.
8. Offer or receive incentives, inducements, or other forms of enumeration to
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o r f r o m t h e C o n t r a c t o r t o p e r f o r m s e r v i c e s o r w o r k o u t s i d e t h e t e r m s o f a n y
e x e c u t e d c o n t r a c t s f o r t h i s P r o j e c t .
T h i r d P a r t y R e l a t i o n s h i p s
T h i s C o n t r a c t i s i n t e n d e d t o p r o v i d e u n i q u e s e r v i c e s f o r a s p e c i f i c p r o j e c t . I n t h e
d e v e l o p m e n t o f t h e P r o j e c t , C O M M I S S I O N h a s w o r k e d c l o s e l y w i t h v a r i o u s
p r o f e s s i o n a l O f f e r o r s , a g e n c i e s , a n d o t h e r s i n t h e p r e p a r a t i o n o f t h e c o n s t r u c t i o n
d o c u m e n t s a n d o t h e r P r o j e c t r e l a t e d m a t e r i a l s . C O M M I S S I O N , h o w e v e r , i s s o l e l y
r e s p o n s i b l e f o r a n d w i l l b e t h e s o l e p o i n t o f c o n t a c t f o r a l l c o n t r a c t u a l m a t t e r s
r e l a t e d t o t h e P r o j e c t . O F F E R O R s h a l l t a k e d i r e c t i o n o n l y f r o m C O M M I S S I O N
a n d s h a l l r e g u l a r l y i n f o r m o n l y C O M M I S S I O N o f P r o j e c t p r o g r e s s , o u t s t a n d i n g
i s s u e s , a n d a l l P r o j e c t r e l a t e d m a t t e r s .
D u r i n g t h e c o u r s e o f t h e P r o j e c t , O F F E R O R m a y f i n d o c c a s i o n t o m e e t w i t h C i t y
o r C o u n t y r e p r e s e n t a t i v e s , t h e d e s i g n e n g i n e e r , P r o j e c t O f f e r o r s , o r o t h e r t h i r d
p a r t i e s w h o h a v e a s s i s t e d w i t h t h e P r o j e c t . T h e s e e n t i t i e s m a y , f r o m t i m e t o t i m e ,
o f f e r s u g g e s t i o n s a n d / o r r e c o m m e n d a t i o n s r e g a r d i n g t h e P r o j e c t o r e l e m e n t s o f
t h e P r o j e c t . W h i l e C O M M I S S I O N e n j o y s a c l o s e r e l a t i o n s h i p w i t h a n d h a s
c o n s i d e r a b l e c o n f i d e n c e i n t h e c a p a b i l i t i e s o f t h e s e o t h e r p a r t i e s , O F F E R O R s h a l l
n o t a c t o n a n y s u g g e s t i o n s , s o l i c i t e d o r u n s o l i c i t e d , w i t h o u t o b t a i n i n g s p e c i f i c
d i r e c t i o n f r o m C O M M I S S I O N . A l l o r a l a n d w r i t t e n c o m m u n i c a t i o n w i t h o u t s i d e
a g e n c i e s o r O f f e r o r s r e l a t e d t o t h e p r o j e c t s h a l l b e d i r e c t e d o n l y t o C O M M I S S I O N .
D i s t r i b u t i o n o f P r o j e c t r e l a t e d c o m m u n i c a t i o n a n d i n f o r m a t i o n s h a l l b e a t t h e s o l e
d i s c r e t i o n o f C O M M I S S I O N r e p r e s e n t a t i v e s .
C o n s t r u c t i o n S i t e S a f e t y
I n a d d i t i o n t o t h e r e q u i r e m e n t s s p e c i f i e d e l s e w h e r e i n t h i s c o n t r a c t , t h e f o l l o w i n g
a l s o w i l l a p p l y .
1 . O F F E R O R w i l l c o n f o r m t o t h e s a f e t y p r o v i s i o n s o f t h e C a ! t r a n s
C o n s t r u c t i o n M a n u a l .
2 . O F F E R O R ' s f i e l d p e r s o n n e l w i l l w e a r w h i t e h a r d h a t s w i t h p r o p e r
s u s p e n s i o n , o r a n g e v e s t s w i t h r e f l e c t i v e t a p e , s l e e v e d s h i r t , l o n g p a n t s ,
a n d l e a t h e r b o o t s w i t h a n k l e s u p p o r t a n d r u b b e r s o l e d s h o e s a t a l l t i m e s
w h i l e w o r k i n g i n t h e f i e l d .
3 . O F F E R O R w i l l p r o v i d e a p p r o p r i a t e s a f e t y t r a i n i n g f o r a l l O F F E R O R ' s
p e r s o n n e l .
4 . A l l s a f e t y e q u i p m e n t w i l l b e p r o v i d e d b y O F F E R O R .
B a s i s f o r S u r v e y a n d M o n u m e n t S t a k i n g
5 7
COMMISSION will designate the existing horizontal and vertical control
monuments that are the basis of OFFEROR performed surveys. COMMISSION
will provide the California Coordinate System values and/or elevation values for
these monuments. OFFEROR shall adjust OFFEROR performed surveys to be
the designated control monuments and the values.
Monuments established by OFFEROR shall be marked by OFFEROR with
furnished disks, plugs, tags. In addition, OFFEROR shall identify OFFEROR
established monuments by tagging or stamping the monuments with the license or
registration number of OFFEROR'S surveyor who is in "responsible charge" of the
work.
Personnel Qualifications and Responsibilities
The quantity and qualifications of field personnel to be assigned will be
determined by the scope of the Project and the degree of difficulty of required
tasks to be performed. All personnel and personnel assignments shall be subject
to approval by COMMISSION.
•
•
58
"
R C T C R I V - 2 1 5 W i d e n i n g P r o j e c t
S o u t h s t a r E n g i n e e r i n g & C o n s u l t i n g I n c .
T a s k s w i l l b e p e r f o r m e d b y c o m b i n a t i o n o f s t a f f i n g
D o e s n o t i n c l u d e O v e r t i m e
M o n t h l y C o s t C h a r t
R e s o u r c e s p e r S c h e d u l e
1 9 - M o n t h s C o n t r a c t o r S c h e d u l e
P r i m a r y f i e l d s t a f f u s a g e i n R e d
P r e e o n e h u c t i o n
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S t a g e 1
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l o a d e d R a t e '
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$ 1 , 9 1 7 , 4 8 5 . 5 3
$
$ 5 2 3 , 6 6 8 . 3 5
$ 2 9 6 , 8 3 8 . 6 0
F i x e d F e e ( 8 % )
$ 5 , 4 1 3 . 2 0
$ 4 8 , 0 4 0 . 4 7
$
$ 3 5 , 6 9 2 . 3 1
$ 1 5 3 , 3 9 8 . 8 4
$ 4 1 , 8 9 3 . 4 7
$ 2 3 , 7 4 7 . 0 9
L a b o r S u b t o t a l
$ 3 , 8 5 2 , 3 1 7 . 2 1
$ 3 , 8 5 2 , 3 1 7 . 2 1
G e n e r a l a n d A d m i n i s t r a t i v e C o s t s ( 3 % o f s u b c o n t r a c t o r i n v o i c i n g )
C o s t o f M a t e r i a l T e s t s
C o s t o f O t h e r D i r e c t C h a r g e s ( O D C )
S u b t o t a l L a b o r a n d M a t e r i a l s
C o n t i n g e n c y
G r a n d T o t a l
1 0 %
$ 5 8 , 0 4 4 . 9 5
$ 1 0 6 , 4 5 2 . 0 0
$ 8 0 , 7 5 0 . 0 0
$ 4 , 0 9 7 , 5 6 4 . 1 6
$ 4 0 9 , 7 5 6 . 4 2
$ 4 , 5 0 7 , 3 2 0 . 5 8
' N o t e : O v e r t i m e w i l l b e m i n i m i z e d b y s t a g g e r i n g s t a r t t i m e o f s t a f f . I f R C T C r e q u e s t s a n d a p p r o v e s u s a g e o f o v e r t i m e ,
a n y o v e r t i m e u t i l i z e d w i l l b e c h a r g e d a g a i n s t t h e c o n t i n g e n c y a m o u n t i d e n t i f i e d a b o v e .
RCTC RIV-215 Widening Project
Southstar Engineering & Consulting Inc.
19-Months Construction - Other Direct Costs (ODCs
Note
At actual cost
Description
Office Space
Estimated #
23
Unit Rate
$ 1,500.00
Cost
$ 34,500.00
At actual cost
Telephones / Internet
23
$ 250.00
$ 5,750.00
At actual cost
Utilities /Janitorial
23
$ 500.00
$ 11,500.00
Included in OH
Computers / Office Equipment
0
0
$
Included in OH
Desk / Chair
0
0
$ -
at cost on large orders, general office copying included in OH
Photocopying/Printing
$ 3,000.00
At actual cost
Websile (Geographics)/Newsletter
$ 12,000.00
At actual cost
877 Helpline
$ 1,500.00
At actual cost
Postage
$ 5,000.00
At actual cost
Ceremony Rental Fees (Canopies, Chairs, Tables, etc.)
$ 4,000.00
At actual cost
Ceremony Supplies, Events, Refreshments, Mementos
$ 1,000.00
At actual cost
Courier Service
$ 500.00
At actual cost
Newspaper Advertisement for Open House/Hall Rental
$ 2,000.00
ODC Subtotal
$ 80,750.00
•
"
"
"
P r o p o s e d S e r v i c e s
M a x i m u m D e n s i t y , C T 2 1 6
T y p e
R o a d w a y E x c a v a t i o n , S a n d B a c k i i l l , S t r u c t u r a l
E x c a v a t i o n , E m b a n k m e n t
D e s c r i p t i o n
P e r f o r m e d a l l t e s t i n g a s s o c i a t e d w i t h b a c k f i l l a n d g r a d i n g o p e r a t i o n s . T h e a m o u n t
o f t e s t s w i l l b e c o n t i n g e n t o n t h e v a r i e t y o f m a t e r i a l e n c o u n t e r e d d u r i n g
e a r l s t r u c t f o n .
E s t i m a t e d #
" 4 0
U n i t R a t e
$ 1 7 5 6 0
C o s t
$ 7 , 0 0 0 . 0 0
S e i v e A n a l y s i s , C T 2 0 2
R o a d w a y E x c a v a t i o n , S e n d B s c k i l l l , S t r u c t u r a l
E x c a v a t i o n , E m b a n k m e n t
P e r f o r m e d W h e e l i n g a s s o c i a t e d w i t h b a c k l i t ! a n d g r a d i n g o p e r a t i o n s . T h e a m o u n t
o f t e s t s w i l l b e c o n t i n e n t o n t h e v a r i e t y o f m a t e r i a l e n c o u n t e r e d d u r i n g
c o n s t r u c t i o n .
1 0
$ 1 3 5 . 0 0
$ 1 , 3 5 0 . 0 0
R " V a l u e C T 3 0 1
R o a d w a y E x c a v a t i o n , S a n d . B a c a f i l l , S t r u c t u r a l
E x c a v a t i o n . E m b a n k m e n t
P e r f o r m e d a l l t e s t i n g a s s o c i a t e d w i t h b a d l f i l l a n d g r a d i n g o p e r a t i o n s . T h e a m o u n t
o f t e s t s M N b e c o n t i n g e n t o n t h e v a r i e t y o f m a t e r i a l e n c o u n t e r e d d u r i n g
c o n s t r u c t i o n .
5
$ 2 5 5 . 0 0
$ 1 , 2 7 5 . 0 8
M a x i m u m D e n s i t y , C T 2 1 6
A g g r e g a t e B a s e , A g g r e g a t e S u b b a s e
P e r f o m l e d a l l l a d i n g a s s o c i a t e d w a h b a c k f i l l a n d g r a d n g o p e r a t i o n s . T h e a m o u n t
o f l a s t s w a n b e c o n t i n g e n t o n t h e v a r i e t y o f m a t e r i e l e n c o u n t e r e d d u r i n g
c o n s t r u c t i o n .
3 0
$ 1 7 5 . 0 0
$ 5 , 2 5 0 . 0 0
S e r v e A n a l y s i s , C T 2 0 2
A g g r e g a t e B a s e , A g g r e g a t e S u b b a s e
O n e S a m p l e e v e r y 2 5 0 0 t o n n e s o r 2 0 0 0 c u b i c y a r d s ( M a y b e d e c r e a s e d t o o n e
p e r d a y ) .
1 6
$ 1 3 5 . 0 0
$ 2 , 1 6 0 . 0 0
D u r a b i l i t y I n d e x C T 2 2 9
A g g r e g a t e B a s e , A g g r e g a t e S u b b a s e
I f i n i t i a l s o u r c e c h a n g e s a n d I n i t i a l l y f o r a c c e p t a n c e .
2
$ 2 1 0 . 0 0
$ 4 2 0 . 0 0
S a n d E q u i v a l e n t
A g g r e g a t e B a s e , A g g r e g a t e S u b b a s e
O n e S a m p l e e v e r y 2 5 0 0 t o m e s o u r 2 0 0 0 c u b i c y a m s ( M a y b e d e c r e a s e d t o o n e
p e r d a y ) .
1 6
$ 1 2 5 . 0 0
$ 2 , 0 0 0 . 0 0
M o i s t u r e C o n t e n t C T 2 2 6
A g g r e g a t e B a s e , A g g r e g a t e S u b b a s e
S a m p l e d a n d t e s t e d t w i c e d a i r y I f p a i d f o r b y w e i g h t .
3 2
$ 2 5 . 0 0
$ 8 0 0 . 0 0
R . V a l u e C T 3 0 1
A g g m g a t e B a s e , A g g r e g a t e S u b b a s e
O n e S a m p l e e v e r y 2 5 0 0 t o n n e s o r 2 0 0 0 c e b f o y a r d s .
1 6
$ 2 7 5 . 0 0
$ 4 , 4 0 0 . 0 0
M a x i m u m D e n s i t y , C T 2 1 6
S t r u c t u r a l S a c k f u l
P e r f o r m e d a l l t e s t i n g a s s o c i a t e d w i t h b a c k f i l l a n d g r a d i n g o p e r a t i o n s . T h e a m o u n t
o f t e s t s w i l l b e c o n t i n g e n t o n t h e v a r i e t y o f m a t e r i a l e n c o u n t e r e d d u r i n g
c o n s t r u c t i o n .
6
$ 1 7 5 . 0 0
$ 1 , 0 5 0 . 0 0
S e i v e A n a l y s i s , C T 2 0 2
S t r u c t u r a l B a c k f i l l
P e r f o r m e d a l l t e s t i n g a s s o c i a t e d w i t h b a c k t i l l a n d g r a d i n g o p e r a t i o n s . T h e a m o u n t
a t t e s t s w i l l b e c o n t i n g e n t o n t h e v a r i e t y o 1 m a t e r i a l e n c o u n t e r e d d u n g
c o n s t r u c t i o n .
6
$ 1 3 5 . 0 0
$ 8 1 0 . 0 0
S a n d E q u i v a l e n t C T 2 1 7
S t r u c t u r a l B a c k 1 6
P e r o r m e d a l l t e s t i n g a s s o c i a t e d w i t h b a c k f i l l a n d g r a d i n g o p e r a t i o n s . T h e a m o u n t
a t l a s t s w i l l b e c o n t i n g e n t o n t h e v a r i e t y a t m a t e r i a l e n c o u n t e r e d d u r i n g
c o n s t r u c t i o n .
6
$ 1 2 5 . 0 0
$ 7 5 0 . 0 0
C o m p r e s s i o n S t r e n g t h T e s t i n g A S T M C 1 7 2 , C T
5 4 0
P o r t l a n d C e m e n t C o n c r e t e " B r i d g e , M a j o r
S t r u c t u r e s , M i n o r S t r u c t u r e s
I s e t a p p r o x i m a t e l y e v e r y 2 5 0 c u b i c m e t e r s o r t s e t p e r d a y
1 8
$ 2 9 . 0 0
$ 5 2 2 . 0 0
F i n e A g g r e g a t e S a n d E q u i v a l e n t C T 2 1 7
P o r t l a n d C e m e n t C o n c r e t e - B r i d g e , M a j o r
S t r u c t u r e s , M i n o r S t r u c t u r e s
1 t e s t p e r 2 5 0 c u b i c m e t e r s ( I 1 p r o d u c t i o n i s l e s s t h a n 2 5 0 c u b i c m e t e r s , 1 l e s t
p e r d a y ) .
1 8
$ 1 2 5 . 0 0
S 2 9 5 0 9 0
S i e v e A n a l y s i s o r C o a r s e A g g r e g a t e P o r t r c l n C T
2 0 2
P o r t l a n d C e m e n t C o n c r e t e - B r i d g e , M a j o r
S t r u c t u r e s , M i n o r S t r u c t u r e s
1 t e s t p e r 2 5 0 c u b i c m e t e r s O f p r o d u c t i o n I s l e s s t h a n 2 5 0 c u b i c m e t e r s , 1 l e s t
p e r d a y ) .
1 8
$ 1 0 0 . 0 0
$ 1 , 8 0 0 . 0 0
S i e v e A n a l y s i s e l F i n e A g g r e g a t e P o r t i o n C T
2 0 2
P o r t l a n d C e m e n t C o n c r e t e " B r i d g e , M a j o r
S t r u c t u r e s , M i n o r S t r u c t u r e s
1 t e s t p e r 2 5 0 c u b i c m e t e r s ( I I p r o d u c t i o n I s l e s s t h a n 2 5 0 c u b i t m e t e r s , 1 t e s t
p e r d a y ) .
1 8
$ 1 3 5 . 0 0
$ 2 , 4 3 0 . 0 0
C o a r s e A g g r e g a t e C l e a n n e s s V a l u e C T 2 2 7
P o r t l a n d C e m e n t C o n c r e t e " B r i d g e , M a j o r
S t r u c t u r e s , M i n o r S t r u c t u r e s
1 t e s t p e r 2 5 0 c u b i c m e t e r s ( I f p r o d u c t i o n i s l e s s t h a n 2 5 0 c u b i c m e t e r s , 1 t e s t
p e r d a y ) .
1 6
$ 2 7 5 . 0 0
E 4 9 5 0 . 0 0
S i e v e A n a l y s i s o 1 A g g r e g a t e s C T 2 0 2
1 l e s t f o r e v e r y 1 2 , 5 0 0 1 0 n s o r 1 0 % o f c o n t r a c t o r s q u a l i t y c o n t r o l t e s t i n g
2 0
$ 1 3 5 . 0 0
$ 2 2 0 0 . 0 0
A s p h a l t C o n t e n t C T 3 8 2
H e s t f o r e v e r y 1 2 , 5 0 0 1 o n s o r 1 0 % o f c o m r a d o r s q u a l i t y c o n t r o l t e s t i n g
2 0
$ 1 9 5 . 0 0
$ 3 . 9 0 0 . 0 0
M o i s t u r e C o n t e n t C T 3 1 0 3 7 0
1 t e s t f o r e v e r y 1 2 , 5 0 0 I o n s o r 1 0 % o f c o n t r a c t o r s q u a R y c o n t r o l t e s t i n g
2 0
$ 2 5 . 0 0
$ 5 0 0 . 0 0
S t a b i l o m e t e r V a l u e C T 3 6 6
1 t e s t f o r e v e r y 1 2 , 5 0 0 1 o n s o r 1 0 % o f c o n t r a c t o r s q u a i a y c o n t r o l t e s t i n g
2 0
$ 1 0 9 . 0 0
$ 0 8 0 . 0 0
M a x i m u m D e n s i t y , C T 3 7 5 , 3 0 8
1 t e s t f o r e v e r y 1 2 , 5 0 0 I o n s o r 1 0 % o f c o n t r a c t u r e q u a l i t y c o n t r o l t e s t i n g
2 0
$ 1 9 9 . 0 0
$ 3 , 9 8 0 . 0 0
M a x i m u m T h e o r e t i c a l S p e c i f i c G r a v i t y R I C E
1 t e s t f o r e v e r y 1 2 , 5 0 0 I o n s o r 1 0 % o f c o n t r a c t o r s q u a l a y c o n t r o l t e s t i n g
2 0
$ 1 4 5 . 0 0
$ 2 9 0 0 . 0 0
D e n s i t y o f C o r e S a m p l e s , C T 3 0 8
1 t e s t f o r e v e r y 2 5 0 t o n s . C o r e s t o b e o b t a i n e d b y t h e C o n t r a c t o r
5 0 0
$ 4 5 . 0 0
$ 2 2 . 5 0 0 . 0 0
S i e v e A n a l y s i s o f A g g r e g a t e s C T 2 0 2
1 t e s t f o r e v e r y 6 , 0 0 0 t o n s o r 1 0 % o f c o n t r a c t o r s q u a l y c o n t r o l t e s t i n g
5
$ 1 3 5 . 0 0
$ 6 7 5 . 0 0
A s p h a l t C o n t e n t C T 3 8 2
1 t e s t f o r e v e r y 6 , 0 0 0 t o n s o r 1 0 % o f c o n t r a c t o r s q u a l i t y c o n t r o l t e s t i n g
5
$ 1 9 5 . 0 0
$ 9 7 5 . 0 0
M o i s t u r e C o n t e n t C T 3 1 0 , 3 7 0
1 t e s t f o r e v e r y 6 , 0 0 0 t a n s o r I D % o f c o n t r a c t o r s q u a l t y c o n t r o l t e s t i n g
5
$ 2 5 . 0 0
$ 1 2 5 . 0 0
L a b o r a t o r y T e s t i n g A l l o w a n c e f o r S t e e l
B i l l e d a s n e e d e d o n a T i m e a n d M a t e r i a l s B a s i s f o r t e s t i n g r e q u i r e d t h a t m a y b e
r e q u e s t e d b y C l i e n t . ( A l l o w a n c e E s t i m a t e d )
1
$ 1 0 , 0 0 0 . 0 0
$ I 0 A 0 0 . 0 0
L a b o r a t o r y T e s t i n g A l l o w a n c e
B o r e d a s n e e d e d o n a T i m e a n d M a t e r i a l s B a s i s f o r t e s t i n g r e q u i r e d t h a t m a y b e
r e q u e s t e d b y C R e n i . ( A l l o w a n c e E s t i m a t e d )
1
5 i s p o o . 0 0
$ I 5 , 0 0 0 D 0
T e s t a S u b t o t a l
$ 1 0 8 , 4 5 2 . 0 0
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A T T A C H M E N T 2
0 8 - R I V - 2 1 5 - R 8 . 2 / R 1 6 . 0
E A : O F 1 6 1
D i s t r i c t A g r e e m e n t 0 8 - 1 4 6 2
C O O P E R A T I V E A G R E E M E N T
T h i s a g r e e m e n t , e f f e c t i v e o n , i s b e t w e e n t h e S t a t e o f
C a l i f o r n i a , a c t i n g t h r o u g h i t s D e p a r t m e n t o f T r a n s p o r t a t i o n , r e f e r r e d t o a s C A L T R A N S , a n d :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n , a p u b l i c e n t i t y r e f e r r e d t o a s R O T C .
R E C I T A L S
1 . C A L T R A N S a n d R C T C , c o l l e c t i v e l y r e f e r r e d t o a s P A R T N E R S , a r e a u t h o r i z e d t o e n t e r
i n t o a c o o p e r a t i v e a g r e e m e n t f o r i m p r o v e m e n t s w i t h i n t h e S H S r i g h t o f w a y p e r S t r e e t s
a n d H i g h w a y s C o d e s e c t i o n s 1 1 4 a n d / o r 1 3 0 .
2 . W O R K c o m p l e t e d u n d e r t h i s a g r e e m e n t c o n t r i b u t e s t o w a r d t h e a d d i t i o n o f o n e m i x e d f l o w
l a n e i n e a c h d i r e c t i o n o n S t a t e R o u t e 2 1 5 f r o m M u r r i e t a H o t S p r i n g s R o a d I n t e r c h a n g e t o
S c o t t R o a d I n t e r c h a n g e , r e f e r r e d t o a s P R O J E C T .
3 . P A R T N E R S w i l l c o o p e r a t e t o c o n s t r u c t t h e P R O J E C T .
4 . T h i s a g r e e m e n t i s s e p a r a t e f r o m a n d d o e s n o t m o d i f y o r s u p e r s e d e p r i o r C o o p e r a t i v e
A g r e e m e n t N o . 8 - 1 3 7 0 .
5 . P r i o r t o t h i s a g r e e m e n t , R C T C d e v e l o p e d t h e P r o j e c t R e p o r t ; R C T C d e v e l o p e d t h e P l a n s ,
S p e c i f i c a t i o n s a n d E s t i m a t e ; a n d R C T C d e v e l o p e d t h e R i g h t o f W a y C e r t i f i c a t i o n .
6 . R C T C p r e p a r e d t h e e n v i r o n m e n t a l d o c u m e n t a t i o n f o r P R O J E C T .
7 . T h e e s t i m a t e d d a t e f o r C O M P L E T I O N O F W O R K i s D e c e m b e r 3 1 , 2 0 1 6 .
8 . P A R T N E R S n o w d e f i n e i n t h i s a g r e e m e n t t h e t e r m s a n d c o n d i t i o n s u n d e r w h i c h t h e y w i l l
a c c o m p l i s h W O R K .
D E F I N I T I O N S
C A L T R A N S S T A N D A R D S C A L T R A N S p o l i c i e s a n d p r o c e d u r e s , i n c l u d i n g , b u t n o t l i m i t e d
t o , t h e g u i d a n c e p r o v i d e d i n t h e G u i d e t o C a p i t a l P r o j e c t D e l i v e r y W o r k p l a n S t a n d a r d s
( p r e v i o u s l y k n o w n a s W B S G u i d e ) a v a i l a b l e a t
h t t p : / / w w w . d o t . c a . g o v / h q / p r o j m g m t / g u i d a n c e . h t m .
P A C T V e r s i o n 9 . 1 3 . 3 1 . 0 8
1 o f 1 8
6 5
District Agreement 08-1462
CEQA — The California Environmental Quality Act (California Public Resources Code, sections
21000 et seq.) that requires State and local agencies to identify the significant environmental
impacts of their actions and to avoid or mitigate those significant impacts, if feasible.
COMPLETION OF WORK - All PARTNERS have met all scope, cost, and schedule
commitments included in this agreement and have signed a COOPERATIVE AGREEMENT
CLOSURE STATEMENT.
CONSTRUCTION - The project component that includes the activities involved in the
administration, acceptance, and final documentation of a construction contract for PROJECT.
COOPERATIVE AGREEMENT CLOSURE STATEMENT - A document signed by
PARTNERS that verifies the completion of all scope, cost, and schedule commitments included
in this agreement.
FHWA - Federal Highway Administration.
FHWA STANDARDS - FHWA regulations, policies and procedures, including, but not limited
to, the guidance provided at httn://www.tbwa.dot.gov/programs.html.
FUNDING PARTNER - A partner who commits a defined dollar amount to WORK.
FUNDING SUMMARY - The table in which PARTNERS designate funding sources, types of
funds, and the project components in which the funds are to be spent. Funds listed on the
FUNDING SUMMARY are "not -to -exceed" amounts for each FUNDING PARTNER.
HM-1- Hazardous material (including, but not limited to, hazardous waste) that may require
removal and disposal pursuant to federal or state law whether it is disturbed by PROJECT or not.
HM-2 - Hazardous material (including, but not limited to, hazardous waste) that may require
removal and disposal pursuant to federal or state law only if disturbed by PROJECT.
HM MANAGEMENT ACTIVITIES - Management activities related to either HM-1 or HM-2
including, without limitation, any necessary manifest requirements and disposal facility
designations.
IMPLEMENTING AGENCY - The partner responsible for managing the scope, cost, and
schedule of a project component to ensure the completion of that component.
1QA - Independent Quality Assurance — Ensuring that IMPLEMENTING AGENCY'S quality
assurance activities result in WORK being developed in accordance with the applicable
standards and within an established Quality Management Plan. IQA does not include any work
necessary to actually develop or deliver WORK or any validation by verifying or rechecking
work performed by another partner.
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D i s t r i c t A g r e e m e n t 0 8 - 1 4 6 2
P A R T N E R S T h e t e r n t h a t c o l l e c t i v e l y r e f e r e n c e s a l l o f t h e s i g n a t o r y a g e n c i e s t o t h i s
a g r e e m e n t . T h i s t e r m o n l y d e s c r i b e s t h e r e l a t i o n s h i p b e t w e e n t h e s e a g e n c i e s t o w o r k t o g e t h e r t o
a c h i e v e a m u t u a l l y b e n e f i c i a l g o a l . I t i s n o t u s e d i n t h e t r a d i t i o n a l l e g a l s e n s e i n w h i c h o n e
p a r t n e r ' s i n d i v i d u a l a c t i o n s l e g a l l y b i n d t h e o t h e r p a r t n e r s .
P R O J E C T M A N A G E M E N T P L A N A g r o u p o f d o c u m e n t s u s e d t o g u i d e a p r o j e c t ' s
e x e c u t i o n a n d c o n t r o l t h r o u g h o u t t h e p r o j e c t ' s l i f e c y c l e .
R E S I D E N T E N G I N E E R A c i v i l e n g i n e e r l i c e n s e d i n t h e S t a t e o f C a l i f o r n i a w h o i s
r e s p o n s i b l e f o r c o n s t r u c t i o n c o n t r a c t a d m i n i s t r a t i o n a c t i v i t i e s . S a i d e n g i n e e r s h a l l b e i n d e p e n d e n t
o f t h e d e s i g n e n g i n e e r i n g c o m p a n y a n d t h e c o n s t r u c t i o n c o n t r a c t o r .
S C O P E S U M M A R Y T h e t a b l e i n w h i c h P A R T N E R S d e s i g n a t e t h e i r c o m m i t m e n t t o s p e c i f i c
s c o p e a c t i v i t i e s w i t h i n e a c h p r o j e c t c o m p o n e n t a s o u t l i n e d b y t h e G u i d e t o C a p i t a l P r o j e c t
D e l i v e r y W o r k p l a n S t a n d a r d s ( p r e v i o u s l y k n o w n a s W B S G u i d e ) a v a i l a b l e a t
h t t p : / / w w w . d o t . c a . g o v / h q / p r o j m g m t / g u i d a n c e . h t m .
S H S S t a t e H i g h w a y S y s t e m .
S P O N S O R ( S ) T h e p a r t n e r t h a t a c c e p t s t h e o b l i g a t i o n t o s e c u r e f i n a n c i a l r e s o u r c e s t o f u l l y
f u n d W O R K . T h i s i n c l u d e s a n y a d d i t i o n a l f u n d s b e y o n d t h o s e c o m m i t t e d i n t h i s a g r e e m e n t
n e c e s s a r y t o c o m p l e t e t h e f u l l s c o p e o f W O R K d e f i n e d i n t h i s a g r e e m e n t o r s e t t l e c l a i m s .
S F M ( S t a t e F u r n i s h e d M a t e r i a l ) A n y m a t e r i a l s o r e q u i p m e n t s u p p l i e d b y C A L T R A N S .
W O R K A l l s c o p e a n d c o s t c o m m i t m e n t s i n c l u d e d i n t h i s a g r e e m e n t .
R E S P O N S I B I L I T I E S
9 . R C T C i s S P O N S O R f o r a l l W O R K .
1 0 . R C T C i s t h e o n l y F U N D I N G P A R T N E R f o r t h i s a g r e e m e n t . R C T C ' s f u n d i n g
c o m m i t m e n t i s d e f i n e d i n t h e F U N D I N G S U M M A R Y .
1 1 . C A L T R A N S i s t h e C E Q A l e a d a g e n c y f o r P R O J E C T .
1 2 . R C T C i s I M P L E M E N T I N G A G E N C Y f o r C O N S T R U C T I O N .
S C O P E
S c o p e : G e n e r a l
1 3 . A l l W O R K w i l l b e p e r f o r m e d i n a c c o r d a n c e w i t h f e d e r a l a n d C a l i f o r n i a l a w s , r e g u l a t i o n s ,
a n d s t a n d a r d s .
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All WORK will be performed in accordance with FHWA STANDARDS and
CALTRANS STANDARDS.
14. IMPLEMENTING AGENCY for a project component will provide a Quality Management
Plan for that component as part of the PROJECT MANAGEMENT PLAN.
15. CALTRANS will provide IQA for the portions of WORK within existing and proposed
SHS right of way. CALTRANS retains the right to reject noncompliant WORK, protect
public safety, preserve property rights, and ensure that all WORK is in the best interest of
the SHS.
16: RCTC may provide IQA for the portions of WORK outside existing and proposed SHS
right of way.
17. PARTNERS may, at their own expense, have a representative observe any scope, cost, or
schedule commitments performed by another partner. Observation does not constitute
authority over those commitments.
18. Each partner will ensure that all of their personnel participating in WORK are
appropriately qualified to perform the tasks assigned to them.
19. PARTNERS will invite each other to participate in the selection and retention of any
consultants who participate in WORK.
20. PARTNERS will conform to sections 1720 — 1815 of the California Labor Code and all
applicable regulations and coverage determinations issued by the Director of Industrial
Relations if PROJECT work is done under contract (not completed by a partner's own
employees) and is governed by the Labor Code's definition of a "public work" (section
1720(a)(1)).
PARTNERS will include wage requirements in all contracts for "public work" and will
require their contractors and consultants to include prevailing wage requirements in all
agreement -funded subcontracts for "public work".
21. IMPLEMENTING AGENCY for each project component included in this agreement will
be available to help resolve WORK -related problems generated by that component for the
entire duration of PROJECT.
22. CALTRANS will issue, upon proper application, at no cost, the encroachment permits
required for WORK within SHS right of way.
Contractors and/or agents, and utility owners will not perform WORK within SHS right of
way without an encroachment permit issued in their name.
23. If unanticipated cultural, archaeological, paleontological, or other protected resources are
discovered during WORK, all work in that area will stop until a qualified professional can
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evaluate the nature and significance of the discovery and a plan is approved for its removal
or protection. RCTC will notify CALTRANS within twenty-four (24) hours of any
discovery.
24. PARTNERS will hold all administrative draft and administrative final reports, studies,
materials, and documentation relied upon, produced, created, or utilized for PROJECT in
confidence to the extent permitted by law. Where applicable, the provisions of California
Government Code section 6254.5(e) will govem the disclosure of such documents in the
event that PARTNERS share said documents with each other.
PARTNERS will not distribute, release, or share said documents with anyone other than
employees, agents, and consultants who require access to complete WORK without the
written consent of the partner authorized to release them, unless required or authorized to
do so by law.
25. If any partner receives a public records request, pertaining to WORK under this
agreement, that partner will notify PARTNERS within five (5) working days of receipt and
make PARTNERS aware of any transferred public documents. PARTNERS will consult
with each other prior to the release of any public documents related to the PROJECT and
provided by the other partner.
26. If HM-1 or HM-2 is found during WORK, IMPLEMENTING AGENCY for the project
component during which it is found will immediately notify PARTNERS.
27. CALTRANS, independent of PROJECT, is responsible for any HM-1 found within
existing SHS right of way. CALTRANS will undertake HM-1 MANAGEMENT
ACTIVITIES with minimum impact to PROJECT schedule.
28. If HM-1 is found outside existing SHS right of way, responsibility for such HM-1 rests
with the owner(s) of the parcel(s) on which the HM-1 is found. AUTHORITY, in concert
with the local agency having land use jurisdiction over the parcel(s), will ensure that HM-1
management activities are undertaken with minimum impact to PROJECT schedule.
29. If HM-2 is found within PROJECT limits, the public agency responsible for the
advertisement, award, and administration (AAA) of the PROJECT construction contract
will be responsible for HM-2 MANAGEMENT ACTIVITIES.
30. CALTRANS' acquisition or acceptance of title to any property on which any HM-1 or
HM-2 is found will proceed in accordance with CALTRANS' policy on such acquisition.
31. PARTNERS will comply with all of the commitments and conditions set forth in the
environmental documentation, environmental permits, approvals, and applicable
agreements as those commitments and conditions apply to each partner's responsibilities
in this agreement.
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32. IMPLEMENTING AGENCY for each project component will furnish PARTNERS with
written monthly progress reports during the implementation of WORK in that component.
33. Upon COMPLETION OF WORK, ownership and title to all materials and equipment
constructed or installed as part of WORK within SHS right of way become the property of
CALTRANS.
34. IMPLEMENTING AGENCY for a project component will accept, reject, compromise,
settle, or litigate claims of any non -agreement parties hired to do WORK in that
component.
35. PARTNERS will confer on any claim that may affect WORK or PARTNERS' liability or
responsibility under this agreement in order to retain resolution possibilities for potential
future claims. No partner shall prejudice the rights of another partner until after
PARTNERS confer on claim.
36. PARTNERS will maintain and make available to each other all WORK -related documents,
including financial data, during the term of this agreement and retain those records for four
(4) years from the date of termination or COMPLETION OF WORK, or three (3) years
from the date of final federal voucher, whichever is later.
37. PARTNERS have the right to audit each other in accordance with generally accepted
governmental audit standards.
CALTRANS, the State auditor, FHWA, and RCTC will have access to all WORK -related
records of each partner for audit, examination, excerpt, or transaction.
The examination of any records will take place in the offices and locations where said
records are generated and/or stored and will be accomplished during reasonable hours of
operation.
The audited partner will review the preliminary audit, findings, and recommendations, and
provide written comments within 60 calendar days of receipt.
Any audit dispute not resolved by PARTNERS is subject to dispute resolution. Any costs
arising out of the dispute resolution process will be paid within 30 calendar days of the
final audit or dispute resolution findings.
38. PARTNERS consent to service of process by mailing copies by registered or certified
mail, postage prepaid. Such service becomes effective 30 calendar days after mailing.
However, nothing in this agreement affects PARTNERS' rights to serve process in any
other matter permitted by law.
39. PARTNERS will not incur costs beyond the funding commitments in this agreement. if
IMPLEMENTING AGENCY anticipates that funding for WORK will be insufficient to
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complete WORK, SPONSOR(S) will seek out additional funds and PARTNERS will
amend this agreement.
40. If WORK stops for any reason, IMPLEMENTING AGENCY will place all facilities
impacted by WORK in a safe and operable condition acceptable to CALTRANS.
41. If WORK stops for any reason, PARTNERS are still obligated to implement all applicable
commitments and conditions included in the PROJECT environmental documentation,
permits, agreements, or approvals that are in effect at the time that WORK stops, as they
apply to each partner's responsibilities in this agreement, in order to keep PROJECT in
environmental compliance until WORK resumes.
42. Each partner accepts responsibility to complete the activities that they selected on the
SCOPE SUMMARY. Activities marked with "N/A" on the SCOPE SUMMARY are not
included in the scope of this agreement.
Scope: CONSTRUCTION
43. RCTC will advertise, open bids, award, and approve the construction contract in
accordance with the Public Contract Code and the California Labor Code.
RCTC will not advertise the construction contract until CALTRANS completes or accepts
the final plans, specifications, and estimate package; CALTRANS approves the Right of
Way Certification; and FUNDING PARTNERS fully fund WORK.
By accepting responsibility to advertise and award the construction contract, RCTC also
accepts responsibility to administer the construction contract.
44. RCTC will provide a RESIDENT ENGINEER and construction support staff who are
independent of the design engineering company and construction contractor.
45. PARTNERS will implement changes to the construction contract through contract change
orders (CCOs). PARTNERS will review and concur on all CCOs over $100,000. All
CCOs affecting public safety or the preservation of property, all design and specification
changes, and all major changes as defined in the CALTRANS Construction Manual will
be approved by CALTRANS in advance of the CCO work to be performed.
46. If the lowest responsible construction contract bid (plus estimated contingencies,
supplemental costs and State Furnished Material costs) is equal to or less than the amount
shown on the FUNDING SUMMARY for CONSTRUCTION Capital, the
IMPLEMENTING AGENCY may award the contract. if the lowest responsible
construction contract bid is greater than the amount shown on the FUNDING SUMMARY
for CONSTRUCTION Capital, all PARTNERS must be involved in determining how to
proceed. If PARTNERS do not agree in writing on a course of action within 15 working
days, this agreement will terminate.
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47. RCTC will require the construction contractor to furnish payment and performance bonds
naming RCTC as obligee and to carry liability insurance in accordance with CALTRANS
specifications.
48. RCTC will submit a written request to CALTRANS for any SFM identified in the
PROJECT PS&E package a minimum of 45 calendar days. RCTC will submit a written
request to CALTRANS for any additional SFM deemed necessary during PROJECT
construction.
49. Upon receipt of both SFM and full payment of CALTRANS' invoice for estimated SFM
costs, CALTRANS will make the SFM available at a CAL fRANS-designated location.
50. CALTRANS will provide Source Inspection on reimbursed basis.
51. If the need for permits, agreements, and/or approvals arises, RCTC will coordinate the
following resource agency permits, agreements, and/or approvals: Regional Water Quality
Control Board (401), and Department of Fish and Game (1602).
52. If the need for permits, agreements, and/or approvals arises, RCTC will obtain the
following resource agency permits, agreements, and/or approvals: Regional Water Quality
Control Board (401), and Department of Fish and Game (1602).
53. If the need for permits, agreements, and/or approvals arises, RCTC will implement the
following resource agency permits, agreements, and/or approvals: Regional Water Quality
Control Board (401), and Department of Fish and Game (1602).
54. If the need for permits, agreements, and/or approvals arises, RCTC will renew and amend
the following resource agency permits, agreements, and/or approvals: Regional Water
Quality Control Board (401), and Department of Fish and Game (1602).
55. RCTC will provide maintenance for those portions of the SHS within WORK limits until
COMPLETION OF WORK, after which, maintenance will be handled through an existing
maintenance agreement.
COST
Cost: General
56. SPONSOR(S) will secure funds for all WORK including any additional funds beyond the
FUNDING PARTNERS' existing commitments in this agreement. Any change to the
funding commitments outlined in this agreement requires an amendment to this agreement.
57. The cost of any awards, judgments, or settlements generated by WORK is WORK cost.
58. CALTRANS, independent of PROJECT, will pay all costs for HM MANAGEMENT
ACTIVITIES related to HM-1 found within existing SHS right of way.
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• 59. Independent of PROJECT, all costs for management activities related to HM-1 found
outside the existing SHS right of way will be the responsibility of the owner(s) of the
parcel(s) where the HM-1 is located.
•
60. HM MANAGEMENT ACTIVITIES costs related to HM-2 are a PROJECT
CONSTRUCTION cost.
61. The cost of coordinating, obtaining, complying with, implementing, and if necessary
renewing and amending resource agency permits, agreements, and/or approvals is a
WORK cost.
62. The cost to comply with and implement the commitments set forth in the environmental
documentation is a WORK cost.
63. The cost to ensure that PROJECT remains in environmental compliance is a WORK cost.
64. The cost of any legal challenges to the CEQA environmental process or documentation is a
WORK cost.
65. Independent of WORK costs, CALTRANS will fund the cost of its own IQA for WORK
done within existing or proposed future SHS right of way.
66. Independent of WORK costs, RCTC will fund the cost of its own IQA for WORK done
outside existing or proposed future SHS right of way.
67. Fines, interest, or penalties levied against any partner will be paid, independent of WORK
costs, by the partner whose actions or lack of action caused the levy. That partner will
indemnify and defend all other partners.
68. The cost to place PROJECT right of way in a safe and operable condition and meet all
environmental commitments is a WORK cost.
69. Because IMPLEMENTING AGENCY is responsible for managing the scope, cost, and
schedule of a project component, if there are insufficient funds available in this agreement
to place the right of way in a safe and operable condition, the appropriate
IMPLEMENTING AGENCY accepts responsibility to fund these activities until such time
as PARTNERS amend this agreement.
IMPLEMENTING AGENCY may request reimbursement for these costs during the
amendment process.
70. If there are insufficient funds in this agreement to implement applicable commitments and
conditions included in the PROJECT environmental documentation, permits, agreements,
and/or approvals that are in effect at a time that WORK stops, the partner implementing
the commitments or conditions accepts responsibility to fund these activities until such
time as PARTNERS amend this agreement.
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That partner may request reimbursement for these costs during the amendment process.
71. PARTNERS will pay invoices within 30 calendar days of receipt of invoice.
72. FUNDING PARTNERS accept responsibility to provide the funds identified on the
FUNDING SUMMARY.
73. SPONSOR(S) accepts responsibility to ensure full funding for the identified scope of
work.
Cost: CONSTRUCTION Support
74. The cost to maintain the SHS within WORK limits is a WORK cost until COMPLETION
OF WORK, after which, the cost of maintenance will be handled through an existing
maintenance agreement.
75. Each PARTNER listed below may submit invoices for CONSTRUCTION Support:
• RCTC will invoice CALTRANS
76. PARTNERS will exchange funds for actual costs.
RCTC will submit to CALTRANS monthly invoices for costs of the prior month's actual
expenditures.
After PARTNERS agree that all WORK is complete, RCTC will submit a final
accounting for all WORK costs. Based on the final accounting, PARTNERS will refund
or invoice as necessary in order to satisfy the obligation of this agreement.
Cost: CONSTRUCTION Capital
77. The cost of all STATE FURNISHED MATERIAL is a CONSTRUCTION capital cost.
CALTRANS will invoice RCTC for the actual cost of any STATE -FURNISHED
MATERIAL.
78. Each PARTNER listed below may submit invoices for CONSTRUCTION Capital:
• RCTC will invoice CALTRANS
79. PARTNERS will exchange funds for actual costs.
RCTC will submit to CALTRANS monthly invoices for costs of the prior month's actual
expenditures.
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After PARTNERS agree that all WORK is complete, RCTC will submit a final
accounting for all WORK costs. Based on the final accounting, PARTNERS will refund
or invoice as necessary in order to satisfy the obligation of this agreement.
SCHEDULE
80. PARTNERS will manage the schedule for WORK through the work plan included in the
PROJECT MANAGEMENT PLAN.
GENERAL CONDITIONS
81. This agreement will be understood in accordance with and governed by the Constitution
and laws of the State of California. This agreement will be enforceable in the State of
California. Any legal action arising from this agreement will be filed and maintained in the
Superior Court of the county in which the CALTRANS district office signatory to this
agreement resides.
82. CALTRANS invoices for support costs including all direct and applicable indirect costs.
Applicable indirect costs are determined by the type of funds being used to pay for
support. State and federal funds are subject to the Program Functional Rate. Local funds
(Measure money, developer fees, special assessments, etc.) are subject to the Program
Functional Rate and the Administration Rate. CALTRANS establishes the Program
Functional Rate and the Administration Rate annually according to State and Federal
regulations.
83. All obligations of CAL TRANS under the terms of this agreement are subject to the
appropriation of resources by the Legislature, the State Budget Act authority, and the
allocation of funds by the California Transportation Commission.
84. Any PARTNER who performs IQA does so for its own benefit, further, that PARTNER
cannot be assigned liability due to it's IQA activities.
85. Neither RCTC nor any officer or employee thereof is responsible for any injury, damage
or liability occurring by reason of anything done or omitted to be done by CALTRANS
under or in connection with any work, authority, or jurisdiction conferred upon
CALTRANS under this agreement.
It is understood and agreed that CALTRANS will fully defend, indemnify, and save
harmless RCTC and all of its officers and employees from all claims, suits, or actions of
every name, kind, and description brought forth under, but not limited to, tortious,
contractual, inverse condemnation, or other theories or assertions of liability occurring by
reason of anything done or omitted to be done by CALTRANS under this agreement.
86. Neither CALTRANS nor any officer or employee thereof is responsible for any injury,
damage, or liability occurring by reason of anything done or omitted to be done by RCTC
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under or in connection with any work, authority, or jurisdiction conferred upon RCTC
under this agreement.
It is understood and agreed that RCTC will fully defend, indemnify, and save harmless
CALTRANS and all of its officers and employees from all claims, suits, or actions of
every name, kind, and description brought forth under, but not limited to, tortious,
contractual, inverse condemnation, or other theories or assertions of liability occurring by
reason of anything done or omitted to be done by RCTC under this agreement.
87. This agreement is not intended to create a third party beneficiary or define duties,
obligations, or rights in parties not signatory to this agreement. This agreement is not
intended to affect the legal liability of PARTNERS by imposing any standard of care for
completing WORK different from the standards imposed by law.
88. PARTNERS will not assign or attempt to assign agreement obligations to parties not
signatory to this agreement.
89. Any ambiguity contained in this agreement will not be interpreted against PARTNERS.
PARTNERS waive the provisions of California Civil Code section 1654.
90. A waiver of a partner's performance under this agreement will not constitute a continuous
waiver of any other provision. An amendment made to any article or section of this
agreement does not constitute an amendment to or negate all other articles or sections of
this agreement.
91. A delay or omission to exercise a right or power due to a default does not negate the use of
that right or power in the future when deemed necessary.
92. If any partner defaults in their agreement obligations, the non -defaulting partner(s) will
request in writing that the default be remedied within 30 calendar days. If the defaulting
partner fails to do so, the non -defaulting partner(s) may initiate dispute resolution.
93. PARTNERS will first attempt to resolve agreement disputes at the PROJECT team level.
If they cannot resolve the dispute themselves, the CALTRANS district director and the
executive officer of RCTC will attempt to negotiate a resolution. If no resolution is
reached, PARTNERS' legal counsel will initiate mediation. PARTNERS agree to
participate in mediation in good faith and will share equally in its costs.
Neither the dispute nor the mediation process relieves PARTNERS from full and timely
performance of WORK in accordance with the terms of this agreement. However, if any
partner stops WORK, the other partner(s) may seek equitable relief to ensure that WORK
continues.
Except for equitable relief, no partner may file a civil complaint until after mediation, or
45 calendar days after filing the written mediation request, whichever occurs first.
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Any civil complaints will be filed in the Superior Court of the county in which the
CALTRANS district office signatory to this agreement resides. The prevailing partner will
be entitled to an award of all costs, fees, and expenses, including reasonable attorney fees
as a result of litigating a dispute under this agreement or to enforce the provisions of this
article including equitable relief.
94. PARTNERS maintain the ability to pursue alternative or additional dispute remedies if a
previously selected remedy does not achieve resolution.
95. If any provisions in this agreement are deemed to be, or are in fact, illegal, inoperative, or
unenforceable, those provisions do not render any or all other agreement provisions
invalid, inoperative, or unenforceable, and those provisions will be automatically severed
from this agreement.
96. This agreement is intended to be PARTNERS' final expression and supersedes all prior
oral understanding or writings pertaining to WORK.
97. If during performance of WORK additional activities or environmental documentation is
necessary to keep PROJECT in environmental compliance, PARTNERS will amend this
agreement to include completion of those additional tasks.
98. PARTNERS will execute a formal written amendment if there are any changes to the
commitments made in this agreement.
99. This agreement will terminate upon COMPLETION OF WORK or upon 30 calendar days'
written notification to terminate and acceptance between PARTNERS, whichever occurs
first.
However, all indemnification, document retention, audit, claims, environmental
commitment, legal challenge, and ownership articles will remain in effect until terminated
or modified in writing by mutual agreement.
100. The following documents are attached to, and made an express part of this agreement:
SCOPE SUMMARY, FUNDING SUMMARY.
101. Signatories may execute this agreement through individual signature pages provided that
each signature is an original. This agreement is not fully executed until all original
signatures are attached.
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CONTACT INFORMATION
The information provided below indicates the primary contact data for each partner to this
agreement. PARTNERS will notify each other in writing of any personnel or location changes.
These changes do not require an amendment to this agreement.
The primary agreement contact person for CALTRANS is:
Emad Makar, Project Manager
464 West 4th Street, 6th Floor, (MS-1229)
San Bernardino, California 92401-1400
Office Phone: (909) 383-4978
Mobile Phone: (909) 289-4632
Fax Number: (909) 383-6472
Email: emad makar@dot.ca.gov
The primary agreement contact person for RCTC is:
Lisa DaSilva, Capital Project Manager
4080 Lemon Street, 3rd Floor, P.O. Box 12008
Riverside, California 92502-2208
Office Phone: (951) 787-7141
Email: Ldasilva@rctc.org
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SIGNATURES
PARTNERS declare that:
1. Each partner is an authorized legal entity under California state law.
2. Each partner has the authority to enter into this agreement.
3. The people signing this agreement have the authority to do so on behalf of their public
agencies.
STATE OF CALIFORNIA RIVERSIDE COUNTY TRANSPORTATION
DEPARTMENT OF TRANSPORTATION COMMISSION
By:
Raymond W. Wolfe, PhD By:
District Director Anne Mayer
Executive Director
CERTIFIED AS TO FUNDS:
Attest:
Best, Best and Krieger
•By: Legal Counsel
Lisa Pacheco
Budget Manager
•
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District Agreement 08-1462
SCOPE SUMMARY
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Construction (CON) - 270, 285, 290, 295
X
X
270
Construction Engineering and General Contract
Administration
X
X
10
Construction Staking Package and Control
X
15
Construction Stakes
X
20
Construction Engineering Work
X
25
Construction Contract Administration Work
X
05
Secured Lease for Resident Engineer Office Space or
Trailer
X
10
Set Up Construction Project Files
X
15
Pre -Construction Meeting
X
20
Progress Pay Estimates
X
25
Weekly Statement of Working Days
X
30
Construction Project Files and General Field Office
Clerical Work
X
35
Labor Compliance Activities
X
40
Approved Subcontractor Substitutions
X
45
Coordination
X
50
Civil Rights Contract Compliance
X
99
Other Construction Contract Administration Products
X
30
Contract Item Work Inspection
X
35
Construction Material Sampling and Testing
X
X
05
Materials Sampling and Testing for Quality Assurance
X
10
Plant Inspection for Quality Assurance
X
15
Independent Assurance Sampling and Testing
X
20
Source Inspection
X
40
Safety and Maintenance Reviews
X
45
Relief From Maintenance Process
X
55
Final Inspection and Acceptance Recommendation
X
60
Plant Establishment Administration
X
65
Transportation Management Plan Implementation During
Construction
X
75
Resource Agency Permit Renewal and Extension
Requests
X
80
Long -Term Environmental Mitigation/Mitigation Monitoring
During Construction Contract
X
99
Other Construction Engineering and General Contract
Administration
X
285
Contract Change Order Administration
X
X
05
Contract Change Order Process
X
10
Functional Support
X
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District Agreement 08-1462
290
Resolve Contract Claims
X
05
Analysis of Notices of Potential Claims
X
10
Supporting Documentation and Responses to Notices of
Potential Claims
X
15
Reviewed and Approved Claim Report
X
20
District Claim Meeting or Board of Review
X
25
Arbitration Hearing
X
30
Negotiated Claim Settlement
X
35
Technical Support
X
295
Accept Contract, Prepare Final Construction Estimate,
and Final Report
X
X
05
Processed Estimate After Acceptance
X
10
Proposed Final Contract Estimate
X
15
As -Built Plans
X
20
Project History File
X
25
Final Report
X
30
Processed Final Estimate
X
35
Certificate of Environmental Compliance
X
40
Long Term Environmental Mitigation/Mitigation Monitoring
After Construction Contract Acceptance
X
45
Post -Construction Traffic Operations Activities
X
99
Other Accept Contract/ Prepare Final Construction
Estimate and Final Report
X
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FUNDING SUMMARY
acre
`Improvement Accouni
STIP/RIP ,
Subtotals by Component
$18,530,000:00 .
$48,570,000.00
$6,530,000.00
$B,53b,0➢0.0b
saoo
$6,530,000.00
$32,p4b,QOD.00>
$1.6 530,00b.0o
$48,570,000.00
$16130,000
$55,100,000.00
PACT Version 9.1 3.31.08
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District Agreement 08-1462
"
A G E N D A I T E M 1 0
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 2 8 , 2 0 1 0
T O :
W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e
F R O M :
E d d a R o s s o , C a p i t a l P r o j e c t s M a n a g e r
R i c h a r d B r y a n , B e c h t e l R a i l P r o j e c t s M a n a g e r
E r i k G a l l o w a y , B e c h t e l P r o j e c t C o o r d i n a t o r
T H R O U G H :
M a r l i n F e e n s t r a , P r o j e c t D e l i v e r y D i r e c t o r
S U B J E C T :
A g r e e m e n t w i t h H D R E n g i n e e r i n g I n c . f o r C o n s t r u c t i o n
M a n a g e m e n t S e r v i c e s f o r t h e P e r r i s V a l l e y L i n e P r o j e c t
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
1 ) A w a r d A g r e e m e n t N o . 1 0 - 3 1 - 0 5 8 - 0 0 t o H D R E n g i n e e r i n g I n c . ( H D R ) ,
p e n d i n g c o m p l e t i o n o f n e g o t i a t i o n s , t o p r o v i d e c o n s t r u c t i o n m a n a g e m e n t
( C M ) s e r v i c e s f o r t h e P e r r i s V a l l e y L i n e ( P V L ) p r o j e c t i n t h e a m o u n t t o b e
a g r e e d u p o n b e t w e e n t h e C o m m i s s i o n a n d H D R a t t h e e n d o f n e g o t i a t i o n s ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ;
3 ) A u t h o r i z e t h e E x e c u t i v e D i r e c t o r t o a p p r o v e c o n t i n g e n c y w o r k u p t o t h e t o t a l
n o t t o e x c e e d a m o u n t a s r e q u e s t e d f o r t h e p r o j e c t ;
4 ) A u t h o r i z e t h e E x e c u t i v e D i r e c t o r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e r e l a t e d u t i l i t y a n d o t h e r l o c a l a g e n c y a g r e e m e n t s n e c e s s a r y f o r t h e
d e s i g n a n d c o n s t r u c t i o n o f t h e p r o j e c t ; a n d
5 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T I O N :
t h e P V L M e t r o l i n k e x t e n s i o n c o n t i n u e s t o b e o n e o f t h e C o m m i s s i o n ' s t o p
p r i o r i t i e s . T h e P V L p r o j e c t w a s i n c l u d e d i n b o t h M e a s u r e A e x p e n d i t u r e p l a n s a n d
h a s r e c e i v e d s i g n i f i c a n t a p p r o v a l s a n d f u n d i n g f r o m t h e F e d e r a l T r a n s i t
A d m i n i s t r a t i o n ( F T A ) a n d C o n g r e s s , w h i c h a p p r o p r i a t e d $ 7 5 m i l l i o n d o l l a r s f o r t h e
p r o j e c t . M o s t i m p o r t a n t l y , t h e p r o j e c t o f f e r s a n i m p o r t a n t o p p o r t u n i t y f o r r e n e w e d
t r a n s p o r t a t i o n i n v e s t m e n t t h a t e s t a b l i s h e s a s t r o n g t r a n s i t b a c k b o n e f o r W e s t e r n
R i v e r s i d e C o u n t y w h i l e o f f e r i n g a n a l t e r n a t i v e t o v e h i c u l a r t r a v e l o n I n t e r s t a t e 2 1 5 .
A t i t s S e p t e m b e r 1 2 , 2 0 0 7 m e e t i n g , t h e C o m m i s s i o n a w a r d e d a n a g r e e m e n t t o
S T V I n c . ( S T V ) t o p r o v i d e p l a n n i n g , e n v i r o n m e n t a l , a n d p r e l i m i n a r y e n g i n e e r i n g
A g e n d a I t e m 1 0
8 3
services for the PVL. STV completed the preliminary engineering phase of its
services on June 1, 2009, with the submittal of the 30% design deliverable.
At its May 13, 2009 meeting, the Commission approved an amendment -to STV's
agreement for advanced preliminary engineering, final design, support for
procurement of construction materials, and design support during construction of
the PVL. In addition, the Commission approved the development of a federal
supplemental environmental assessment (SEA) and a state environmental impact
report (EIR) for the PVL project.
On April 5, 2010, the draft EIR was issued for public comment. Public hearings
were held on April 14 and 22 and May 17, and the public comment period closed
on May 24, 2010. Once the EIR and SEA are finalized and the finding of no
significant impact and notice of determination are issued and approval is received
from FTA in the form of a project construction grant agreement, the Commission
can commence with final design and start construction of the project, respectively.
It is anticipated that when the project receives environmental approval, the project
will be advertised for construction in late 2010/early 2011.
Prior to advertisement of the project for construction, staff plans to establish an
agreement with a qualified CM consultant to perform the following tasks:
Phase I: Preconstruction
• Develop a number of required manuals and plans (i.e. CM procedures manual
and safety program, QA/QC audit plan, environmental control plan, project
control plan, project procedures manual);
• Perform a constructability and design review of the preliminary and final
plans and estimate;
• Develop a constructability analysis report
phasing plan and project master schedule;
• Assist in the prequalification of potential
support the bid/award process;
Phase II: Construction
that will include construction
construction contractors, and
• Perform all CM duties;
• Coordinate flagging: Schedule Southern California Regional Rail Authority
(SCRRA) flagging, assign watch persons for protection of workers and
equipment under CM purview, assure that all CM field personnel complete,
and stay current with freight railroad safety training;
• Conduct systems inspection, testing, commissioning, and start-up;
Agenda Item 10
•
84
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P h a s e I I I : P o s t C o n s t r u c t i o n
" P e r f o r m c o n t r a c t c l o s e - o u t d u t i e s ;
" M o n i t o r a n d t r a c k w a r r a n t i e s ; a n d
" C o o r d i n a t e s t a t i o n t u r n o v e r t o C o m m i s s i o n a n d i t s m a i n t e n a n c e c o n t r a c t o r s .
T h e p h a s i n g o f C M s e r v i c e s i s t h e p r e f e r r e d p r a c t i c e o n l a r g e i n f r a s t r u c t u r e p r o j e c t s
a n d m a n y o f t h e p r e - c o n s t r u c t i o n p h a s e s e r v i c e s a r e s p e c i f i c a l l y r e q u i r e d b y F T A .
F T A w i l l o n l y a l l o w n o t i c e t o p r o c e e d ( N T P ) f o r t h e p r e - c o n s t r u c t i o n p h a s e s e r v i c e s
p r i o r t o e n v i r o n m e n t a l c l e a r a n c e ; h o w e v e r , s t a f f i s n e g o t i a t i n g t h e c o m p l e t e s c o p e
o f w o r k f o r a l l p h a s e s o f t h e p r o j e c t . T h e s c o p e , c o s t , a n d s c h e d u l e w i l l b e b r o k e n
u p t o r e f l e c t t h e p h a s i n g o f t h e p r o j e c t a n d t o a l l o w N T P ' s t o b e i s s u e d f o r t h e
s e p a r a t e p h a s e s .
S e l e c t i o n P r o c e s s
A r e q u e s t f o r q u a l i f i c a t i o n s f o r c o n s t r u c t i o n m a n a g e m e n t s e r v i c e s f o r t h e P V L
p r o j e c t w a s i s s u e d o n J a n u a r y 1 4 , 2 0 1 0 , a n d a p r e - s u b m i t t a l c o n f e r e n c e w a s h e l d
o n F e b r u a r y 2 , t o p r e s e n t t h e p r o j e c t a n d a n s w e r a n y q u e s t i o n s f o r t h e i n t e r e s t e d
p a r t i e s . F i v e c o n s u l t a n t s ' s t a t e m e n t s o f q u a l i f i c a t i o n s ( S O O ) w e r e s u b m i t t e d p r i o r
t o t h e M a r c h 2 5 d e a d l i n e .
A n e v a l u a t i o n c o m m i t t e e w a s a p p o i n t e d t o r e v i e w t h e f i v e s u b m i t t e d S O Q ' s
r e c e i v e d a n d t o c o n d u c t i n t e r v i e w s o f t h e s h o r t l i s t e d f i r m s . T h e e v a l u a t i o n
c o m m i t t e e m e m b e r s i n c l u d e d t w o r e p r e s e n t a t i v e s f r o m t h e C o m m i s s i o n s t a f f , a n d
o n e r e p r e s e n t a t i v e e a c h f r o m B e c h t e l , S C R R A , a n d B u r l i n g t o n N o r t h e r n S a n t a F e .
A f t e r e v a l u a t i o n o f t h e S O Q ' s b y t h e e v a l u a t i o n c o m m i t t e e , t h r e e f i r m s w e r e s h o r t
l i s t e d a n d n o t i f i e d o n A p r i l 2 2 , 2 0 1 0 , t h a t t h e y w o u l d b e i n t e r v i e w e d . T h e f i r m s
i n c l u d e d :
" H D R E n g i n e e r i n g , I n c .
" H i l l I n t e r n a t i o n a l , I n c .
" P B A m e r i c a s , I n c .
I n t e r v i e w s o f f i r m s w e r e c o n d u c t e d o n M a y 1 2 , a n d H D R w a s s e l e c t e d b y t h e
e v a l u a t i o n c o m m i t t e e a s t h e m o s t q u a l i f i e d c o n s u l t a n t .
O n M a y 1 8 , C o m m i s s i o n s t a f f i n i t i a t e d t h e n e g o t i a t i o n s p r o c e s s . A t t h i s m e e t i n g
t h e n e g o t i a t i o n s p r o c e s s w a s d i s c u s s e d a n d H D R w a s r e q u e s t e d t o s u b m i t a s c o p e ,
c o s t , a n d s c h e d u l e p r o p o s a l f o r c o n s t r u c t i o n m a n a g e m e n t s e r v i c e s f o r t h e P V L
p r o j e c t . S t a f f r e c e i v e d H D R ' s s c o p e , c o s t , a n d s c h e d u l e p r o p o s a l o n
J u n e 4 , 2 0 1 0 . T h e s e c o n d n e g o t i a t i o n m e e t i n g w a s s c h e d u l e d f o r J u n e 1 6 , d u r i n g
w h i c h H D R w a s p r o v i d e d c o r r e c t i o n s a n d c o m m e n t s o n i t s s c o p e , c o s t , a n d
A g e n d a I t e m 1 0
8 5
schedule. Subsequent meetings will be held to discuss revisions made by HDR and
to continue the negotiation process until agreement can be reached. Staff is
evaluating HDR's proposed costs, rates, and fees for the project to ensure they are
comparable to other consultants for similar types of work and that the costs reflect
the current economic conditions.
It is staff's intent to complete the negotiation process prior to the June 28
Committee meeting, and at that time, provide an update detailing the results of the
negotiation process.
If staff is unable to reach an agreement with HDR at the completion of the
negotiation process, staff will request the second ranked consultant, Hill
International, Inc., to submit its scope, cost, and schedule for review and
negotiations. This will result in the recommendation for award being rescheduled
to the August Committee/September Commission cycle.
Financial Information
In Fiscal Year Budget:
Yes
Year:
FY 2010/11
Amount:
TBD
Source of Funds:
Measure A Rail Funds, FTA 5307
Budget Adjustment:
No
GL/Project Accounting No.:
003800 81302 221 33 81301
003823 81302 221 33 81301
Fiscal Procedures Approved:
\1 4,
Date:
06/16/10
Agenda Item 10
•
86
AGENDA ITEM 11
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•
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 2 8 , 2 0 1 0
T O :
W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e
F R O M :
B r i a n C u n a n a n , C o m m u t e r A s s i s t a n c e M a n a g e r
T H R O U G H :
R o b e r t Y a t e s , M u l t i m o d a l S e r v i c e s D i r e c t o r
S U B J E C T :
F i s c a l Y e a r 2 0 1 0 / 1 1 A g r e e m e n t s f o r R e g i o n a l R i d e s h a r e S e r v i c e s
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
1 ) A w a r d A g r e e m e n t N o . 1 0 - 4 1 - 0 2 9 - 0 1 , A m e n d m e n t N o . 1 t o
A g r e e m e n t N o . 1 0 - 4 1 - 0 2 9 - 0 0 , w i t h t h e S a n B e r n a r d i n o A s s o c i a t e d
G o v e r n m e n t s ( S A N B A G ) a s p a r t o f t h e C o m m i s s i o n ' s c o n t i n u i n g b i - c o u n t y
p a r t n e r s h i p w i t h S A N B A G t o d e l i v e r c o m m u t e r / e m p l o y e r r i d e s h a r e s e r v i c e s ,
r e g i o n a l r i d e m a t c h i n g s e r v i c e s , a n d o p e r a t i o n o f a n I n l a n d E m p i r e 5 1 1
s y s t e m f o r F Y 2 0 1 0 / 1 1 ;
2 ) A w a r d A g r e e m e n t N o . 0 7 - 4 1 - 1 1 5 - 0 2 , A m e n d m e n t N o . 2 t o
A g r e e m e n t N o . 0 7 - 4 1 - 1 1 5 - 0 0 , w i t h O r a n g e C o u n t y T r a n s p o r t a t i o n A u t h o r i t y
( O C T A ) a n d A g r e e m e n t N o . 0 6 - 4 1 - 0 8 2 - 0 5 , A m e n d m e n t N o . 5 t o A g r e e m e n t
N o . 0 6 - 4 1 - 0 8 2 - 0 0 , w i t h t h e V e n t u r a C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
( V C T C ) f o r r e g i o n a l r i d e m a t c h i n g s e r v i c e s ;
3 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t s o n b e h a l f o f t h e C o m m i s s i o n ; a n d
4 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T I O N :
S i n c e 1 9 9 3 , S A N B A G h a s c o n t r a c t e d w i t h t h e C o m m i s s i o n t o d e v e l o p , i m p l e m e n t
a n d m a n a g e a c o m m u t e r a s s i s t a n c e p r o g r a m ( C A P ) f o r S a n B e r n a r d i n o C o u n t y
c o m m u t e r s . T h e p r o g r a m c o n s i s t s o f s e v e r a l p r o j e c t s .
" T h e f i r s t , R i d e s h a r e I n c e n t i v e s , d e v e l o p e d a s a " s i s t e r " i n c e n t i v e p r o j e c t t o
t h e C o m m i s s i o n ' s M e a s u r e A c o m m u t e r i n c e n t i v e p r o j e c t , f o c u s e s o n
e n c o u r a g i n g s o l o d r i v e r s t o t r y a l t e r n a t i v e c o m m u t e m o d e s .
" R i d e s h a r e P l u s , m o d e l e d a f t e r t h e C o m m i s s i o n ' s r i d e s h a r e r e w a r d s p r o g r a m ,
p r o v i d e s d i s c o u n t s a t l o c a l m e r c h a n t s a n d e n t e r t a i n m e n t v e n u e s f o r
l o n g - t e r m r i d e s h a r e r s .
" I n l a n d E m p i r e C o m m u t e r S e r v i c e s ( I E C S ) w a s j o i n t l y e s t a b l i s h e d b y S A N B A G
a n d t h e C o m m i s s i o n i n F Y 1 9 9 5 / 9 6 w h e n i t w a s d e t e r m i n e d b y t h e t w o
A g e n d a I t e m 1 1
8 7
agencies that the Inland Empire would assume direct responsibility for the
provision of local employer rideshare services. IECS provides various
services to employers in the bi-county area including the provision of
marketing promotions, rideshare survey processing, technical assistance,
employer network meetings and electronic newsletters.
• In FY 2002/03, the Commission and SANBAG began providing Ridematching
and Teleservices directly.
• In FY 2009/10, Inland Empire 511 was implemented to provide traveler
information to Riverside and San Bernardino County commuters.
In July 2009, the Commission approved a $1,900,500 agreement with SANBAG
for CAP services and the implementation of an 1E511 system. Based on SANBAG
staff's guidance, the Commission has developed a FY 2010/11 work plan and
budget for continuation of SANBAG's CAP and the ongoing maintenance and
operation of a 511 travel information services system. The proposed amendment
between SANBAG and the Commission was approved by SANBAG's Board at its
June 2, 2010 meeting. This approval includes an allocation of Measure I and
CMAQ funds for these services. Staff is seeking Commission approval to enter
into an amendment with SANBAG to extend the contract term through
June 30, 2011, and to increase the contract amount by $1,608,333 for a total not
to exceed amount of $3,508,833 reimbursed to the Commission.
The Commission's role in transportation demand management also extends beyond
the boundaries of the Inland Empire. Since 2002, the Commission has led the way
in implementing, operating, and maintaining the regional rideshare database
(regional database) to support a coordinated and efficient ridematching service
throughout a five county region. Specifically, this entails processing commuter
surveys, data retrieval, project reporting, rideguide generation, network security,
system maintenance and operation. The Los Angeles County Metropolitan
Transportation Authority (Metro), OCTA, SANBAG, and VCTC have contracted
with the Commission for the administration of the regional database for the past
eight years.
Funding of the regional database is split among the five county transportation
commissions (CTC) based on population percentage split. Metro's agreement for
regional ridematching services, approved by the Commission in July 2009, is valid
through June 30, 2011. OCTA and VCTC are in the process of amending and
seeking approval of their respective agreements with the Commission to extend the
term through FY 2010/11. Staff is seeking Commission approval to enter into
agreements with the CTCs for these services in FY 2010/11 for an aggregate
amount not to exceed $320,000 reimbursed to the Commission.
Agenda Item 11
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F i n a n c i a l I n f o r m a t i o n
I n F i s c a l Y e a r B u d g e t :
Y e s
Y e a r :
F Y 2 0 1 0 / 1 1
A m o u
n t :
$ 1 , 9 2 8 , 4 0 0
S o u r c e o f F u n d s :
S A N B A G M e a s u r e I T M E E a n d C M A O
O C T A a n d V C T C f u n d s
B u d g e t A d j u s t m e n t :
N o
G L A N o . :
0 0 2 1 1 1 / 0 0 2 1 1 2 / 6 3 2 1 1 3 / 0 0 2 1 2 7 / 0 0 2 1 3 9 / 0 0 2 1 4 6 / 0 0 2 1 7 8 / 0 0 2 1 8 2 / 0 0 2 1 8
6 / 0 0 2 1 8 8 / 0 0 2 1 9 1 / 0 0 2 1 9 3 - 4 1 6 - 4 1 6 0 5 - 0 0 0 0 2 6 3 - 4 1 - 4 1 2 0 3
0 0 2 1 1 1 / 0 0 2 1 1 2 / 6 3 2 1 1 3 / 0 0 2 1 2 7 / 0 0 2 1 3 9 / 0 0 2 1 4 6 / 0 0 2 1 7 8 / 0 0 2 1 8 2 / 0 0 2 1 8
6 / 0 0 2 1 8 8 / 0 0 2 1 9 1 / 0 0 2 1 9 3 - 4 1 4 - 4 1 4 0 3 - 0 0 0 0 2 6 3 - 4 1 - 4 1 4 0 1
4 5 2 1 2 4 - 4 1 6 - 4 1 6 0 5 - 0 0 0 0 2 0 2 - 4 5 - 4 1 2 0 3
4 5 2 1 2 4 - 4 1 4 - 4 1 4 0 3 - 0 0 0 0 2 0 2 - 4 5 - 4 1 4 0 1
F i s c a l P r o c e d u r e s A p p r o v e d :
\ 4 4 , g , i , A k l i e m i n
D a t e :
0 6 / 1 5 / 1 0
A t t a c h m e n t s :
1 ) F Y 2 0 1 0 / 1 1 S A N B A G A g r e e m e n t a n d S c o p e o f W o r k
2 ) F Y 2 0 1 0 / 1 1 R e g i o n a l R i d e m a t c h D a t a b a s e S e r v i c e s S c o p e o f W o r k
A g e n d a I t e m 1 1
8 9
ATTACHMENT 1
Amendment No.1 to Contract 09-190 (1000152)
By and Between
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
And
SAN BERNARDINO ASSOCIATED GOVERNMENTS
For
Implementation of San Bernardino County Employer and Commuter Trip
Reduction/Rideshare Programs
This Amendment No.1 to Contract No. 09-190 ("Contract") is entered into as of
June 2, 2010 by and between San Bernardino Associated Governments
("SANBAG') and the Riverside County Transportation Commission ("RCTC").
Recitals
WHEREAS, SANBAG and RCTC, have previously entered into the Contract ,
wherein SANBAG engaged RCTC to implement and manage the bi-county
Inland Empire Employer and Commuter Trip Reduction/Rideshare Programs;
and
WHEREAS, SANBAG and RCTC desire to amend the Contract to modify the
Scope of Work, add additional funding, and extend the term for one additional
year.
NOW, THEREFORE, the parties agree to amend the Contract in the following
manner:
1. Section A.1, A.2 and A.3, sl;all be amended by replacing Attachment "A"
with Attachment "B" which is attached to this Amendment and by
reference, incorporated in and made a part of this Contract.
2. Section B.1, Compensation, shall be replaced with the following:
1; is understood that SANBAG funding for the program under this
Agreement will not exceed three million five hundred eight thousand,
eight hundred thirty-three dollars and no cents ($3,508,833.00) and is
being provided from the following sources:
(a) Three million, one hundred six thousand, three hundred sixty-
nine dollars and eighty-five cents ($3,106,369.85) from CMAQ funds, and
C09190_01.doc
90
(b) Four hundred two thousand, four hundred sixty-three dollars
and fifteen cents ($402,463.15) from San Bernardino County local lh cent
sales tax, Measure I- Traffic Management Systems (TMS) funds.
3. Section 7.C.1, Term, shall be replaced with the following:
This Contract shall commence on July 1, 2009 and terminate on June 30,
2011, unless it is extended by a written amendment approved by the
parties.
4. All other portions of Contract 09-190 shall remain in full force and effect.
IN WITNESS WHEREOF, the authorized parties have below signed and
executed this Amendment to the Contract, and shall be effective on the date set
forth above.
SAN BERNARDINO ASSOCATED RIVERSIDE COUNTY
GOVERNMENTS TRANSPORTATION COMMISSION
Paul M. Eaton,
President
Bob Buster,
Chairman
APPROVED AS TO FORM APPROVED AS TO FORM
FOR SANBAG
kilsCa201.
oir ene Basle,
BAG Counsel
C09190 01.doc
FOR RCTC
Best, Best & Krieger,
RCTC Counsel
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S c o p e o f W o r k
S a n B e r n a r d i n o E m p l o y e r a n d C o m m u t e r A s s i s t a n c e P r o g r a m s
F i s c a l Y e a r 2 0 1 0 - 1 1
I n l a n d E m p i r e R i d e s h a r e S e r v i c e s
P r o v i d e a v a r i e t y o f s e r v i c e s t o e m p l o y e r s a n d c o m m u t e r s , w h o p a r t i c i p a t e i n
t r i p r e d u c t i o n a c t i v i t i e s . A c t i v i t i e s s h a l l i n c l u d e , b u t n o t b e l i m i t e d t o :
R i d e G u i d e / s u r v e y s e r v i c e s , e m p l o y e r t e c h n i c a l a s s i s t a n c e , p r o m o t i o n s ,
R i d e G u i d e p r o d u c t i o n , c o o r d i n a t i o n / d i s s e m i n a t i o n o f s u r v e y s a n d r e s u l t i n g
r e p o r t a n a l y s i s f o r t a r g e t m a r k e t i n g , R i d e s h a r e C o n n e c t i o n b r o a d c a s t e - m a i l s ,
C o m m u t e S m a r t N e w s , n e t w o r k i n g m e e t i n g s a n d c o o r d i n a t i o n w i t h o t h e r
r i d e s h a r e a g e n c i e s a n d s e r v i c e p r o v i d e r s . A s s i s t m u l t i - s i t e a n d m u l t i -
j u r i s d i c t i o n a l h e a d q u a r t e r s e m p l o y e r s w i t h i n t h e C o u n t y a s w e l l a s r e l a t e d
w o r k s i t e s o u t s i d e o f t h e C o u n t y . O v e r s e e a n d m a i n t a i n a r e g i o n a l w e b s i t e
( C o m m u t e S m a r t . i n f o ) , I E 5 1 1 . o r g w e b s i t e , s o c i a l m e d i a p l a t f o r m s , a n d o t h e r
r e g i o n a l p r o d u c t s / o u t r e a c h a s a s s i g n e d . R e s p o n d t o i n q u i r i e s g e n e r a t e d f r o m
5 1 1 , 1 - 8 0 0 - C O M M U T E , 1 - 8 6 6 - R I D E S H A R E , C o m m u t e S m a r t . i n f o , a s w e l l a s
d i r e c t r e f e r r a l s . O v e r s e e a n d m a i n t a i n a r e g i o n a l d a t a b a s e o f c o m m u t e r s ,
w o r k i n g w i t h t h e f i v e c o u n t y t r a n s p o r t a t i o n c o m m i s s i o n s ( C T C s ) t h r o u g h o u t
t h e r e g i o n . M a r k e t t h e r e g i o n a l G u a r a n t e e d R i d e H o m e P r o g r a m t o e m p l o y e r s
i n S a n B e r n a r d i n o C o u n t y . A s s i s t i n t h e C o u n t y ' s l e a s e d P a r k ' N ' R i d e l o t
p r o g r a m . O p e r a t e t h e 5 1 1 p r o g r a m t h r o u g h p h o n e a n d w e b s e r v i c e s , p r o v i d i n g
e n h a n c e m e n t s , r e s o l v i n g i s s u e s , c o n d u c t i n g m a r k e t i n g a n d p e r i o d i c s u r v e y s .
C o n d u c t s p e c i a l p r o j e c t s a n d s t u d i e s , a s a s s i g n e d .
R e l a t e d E x p e n s e s ( $ 9 2 5 , 4 8 3 ) :
I n c l u d e s l a b o r , o f f i c e e x p e n s e s , m a r k e t i n g m a t e r i a l s , o f f i c e e q u i p m e n t , c o m p u t e r
p r o g r a m m i n g , t e l e p h o n e a n d o t h e r d i r e c t e x p e n s e s .
G o a l s :
1 . I m p l e m e n t a t i o n o f c o m m u t e r a s s i s t a n c e p r o g r a m s t o a p p r o x i m a t e l y 3 7 0
r e g u l a t e d a n d n o n - r e g u l a t e d e m p l o y e r w o r k s i t e s i n S a n B e r n a r d i n o C o u n t y ,
t o a s s i s t i n t h e d e v e l o p m e n t a n d i m p l e m e n t a t i o n o f t r i p r e d u c t i o n p r o g r a m s
a n d f o r t e c h n i c a l a s s i s t a n c e .
2 . W o r k w i t h 8 2 e m p l o y e r s o n A V R / T r a n s p o r t a t i o n s u r v e y s a n d A V R
c a l c u l a t i o n s .
3 . M a i n t a i n a n a c c u r a t e d a t a b a s e o f 5 5 , 0 0 0 a c t i v e S a n B e r n a r d i n o C o u n t y
c o m m u t e r r e g i s t r a n t s , r e s u l t i n g f r o m c o m p l e t e d c o m m u t e r s u r v e y s a t 8 2 S a n
B e r n a r d i n o C o u n t y e m p l o y e r s .
C 0 9 1 9 0 _ 0 1 . d o c
9 2
4. Disseminate 16,500 RideGuides to San Bernardino County commuters at 379
worksites.
5. Provide assistance to five multisite/multijurisdictional headquarters located
in San Bernardino County representing 18 worksites in San Bernardino,
Riverside, as well as Los Angeles and Orange counties.
6. Develop and implement three employer transportation network meetings,
one promotional marketing campaign at San Bernardino employer worksites,
and other events.
7. Produce and disseminate other regional marketing materials, as standalone
campaigns within the Inland Empire or regional campaigns in coordination
with the five CTCs.
8. Broadcast 14 Rideshare Connection a -mails to San Bernardino County
employers.
9. For the two -county area, respond to 4,000 inquires/calls from commuters
who work or reside in San Bernardino or Riverside counties, via 1-866-
RIDESHARE, 1-800-COMMUTE, CommuteSmart.info, 511, direct referrals
and other internet sources. Of these 4,000 inquiries, 450 RideGuides will be
generated. In addition, 500 Inland residents will register in the database via
the www.CommuteSmart.info and the www.ie511.org website.
10. Manage and operate the 511 system which will be available to commuters 24
hours a day, 7 days per week, 365 days per year.
11. The 511 phone system will provide assistance to 7,200 callers per month
throughout the year. The system will have the capacity to handle 100,000
concurrent callers.
12. The www.ie511.org website will potentially receive 6,400 unique visitors per
month . Website will be able to handle 100,000 concurrent users.
13. Continue 511 marketing/outreach.
14. Conduct periodic surveys to determine the 511 program use, effectiveness
and customer satisfaction.
15. Provide website and phone enhancements/upgrades as needed.
Rideshare Incentive Programs
Option Rideshare offers San Bernardino County residents who commute to
work, up to $2 a day (in local merchant gift cards) for each day they participate
in a rideshare mode, during a three-month period. The Vanpool Incentive
Program provides up to $1,800 over nine months in discounted vanpool fares.
Team Ride provides ongoing ridesharers who reside in San Bernardino County a
Rideshare Plus Rewards Book, with discount coupons from more than 135,000
merchants throughout the southland.
Related Expenses ($682,850):
C09190 01.doc
93
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I n c l u d e s l a b o r , o f f i c e e x p e n s e s , m a r k e t i n g m a t e r i a l s , o f f i c e e q u i p m e n t , c o m p u t e r
p r o g r a m m i n g , t e l e p h o n e , d i r e c t c o m m u t e r i n c e n t i v e s ( g i f t c a r d s / s u b s i d i e s ) a n d
o t h e r d i r e c t e x p e n s e s .
G o a l s :
1 . T h e O p t i o n R i d e s h a r e p r o g r a m w i l l e n l i s t 1 , 4 0 0 C o u n t y r e s i d e n t s , w h o
c o m m u t e t o w o r k t o 1 4 5 e m p l o y e r s i n S o u t h e r n C a l i f o r n i a . T h e s e
p a r t i c i p a n t s o n a v e r a g e h a v e a o n e - w a y c o m m u t e d i s t a n c e o f 2 7 . 5 9 m i l e s a n d
t h e g o a l i s t o r e d u c e 1 3 2 , 0 0 0 o n e w a y v e h i c l e t r i p s f r o m t h e r o a d w a y s .
2 . T e a m R i d e r e g i s t r a n t s w i l l c o n s i s t o f 7 , 8 2 5 m e m b e r s b y t h e e n d o f D e c e m b e r
2 0 1 0 , w h e n t h e p r o g r a m i s a t i t s h i g h e s t m e m b e r s h i p . M e m b e r s w i l l w o r k a t
e m p l o y m e n t s i t e s f r o m 3 7 0 e m p l o y e r s t h r o u g h o u t S o u t h e r n C a l i f o r n i a .
C 0 9 7 9 0 _ O 1 . d o c
9 4
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A T T A C H M E N T 2
D r a f t 3 - 2 4 - 1 0
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
R E G I O N A L R I D E M A T C H D A T A B A S E S E R V I C E S
F Y 1 0 - 1 1 S C O P E O F W O R K
M a n a g e t h e r e g i o n a l r i d e m a t c h d a t a b a s e s y s t e m a n d p a r a l l e l s c h o o l d a t a b a s e s y s t e m o n
b e h a l f o f a n d i n p a r t n e r s h i p w i t h t h e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n ' s ( C T C ' s ) .
E a c h d a t a b a s e w i l l b e s e c u r e d f r o m t a m p e r i n g y e t a c c e s s i b l e t o u s e r s n e e d s w i t h t i m e l y
a n d a c c u r a t e s o f t w a r e . M o n i t o r a n d m a i n t a i n t h e p e r f o r m a n c e o f t h e h a r d w a r e a n d
c o n n e c t i v i t y s o f t w a r e o f t h e r e g i o n a l r i d e m a t c h w i d e a r e a n e t w o r k , a n d r i d e m a t c h i n g
w e b s i t e . M a i n t e n a n c e o f t h e r i d e m a t c h i n g a n d s c h o o l s o f t w a r e w i l l b e c o o r d i n a t e d w i t h
t h e s o f t w a r e v e n d o r , T r a p e z e , a n d t h e i r d e s i g n a t e d p r o d u c t s u p p o r t s t a f f . M o n i t o r
s y s t e m p e r f o r m a n c e t o e n s u r e t h a t q u a l i t y a n d t h r o u g h p u t a r e o p t i m u m a n d t h a t s y s t e m
i n t e g r i t y i s m a i n t a i n e d .
T a s k 1 : C o o r d i n a t e s o f t w a r e a n d d a t a b a s e m a i n t e n a n c e a n d i n s t a l l a t i o n o f
e n h a n c e m e n t s . W o r k w i t h C T C s t a f f s t o i d e n t i f y n e e d s o r p r o g r a m r e f i n e m e n t s o n a n
a n n u a l b a s i s , i n c l u d i n g A V R P r o g r a m r e f i n e m e n t s a s r e q u i r e d b y t h e S C A Q M D . W o r k
w i t h T r a p e z e s t a f f t o d e v e l o p p r o g r a m s t o s a t i s f y i d e n t i f i e d n e e d s , a n d t o i n s t a l l a n d t e s t
t h e m . I n s t a l l p e r i o d i c u p d a t e s f r o m v e n d o r . M o n i t o r t h e s y s t e m a n d a u g m e n t s e c u r i t y
a n d d a t a a c c e s s c o n t r o l s a s n e e d e d t o m a i n t a i n t h e c o n f i d e n t i a l i t y o f i n f o r m a t i o n ,
i n c l u d i n g a n a n n u a l t e s t b y a n o u t s i d e c o n t r a c t o r . T a s k i n c l u d e s t r a v e l e x p e n s e f o r f o u r
v i s i t s p e r y e a r t o e a c h C T C o f f i c e , i f n e c e s s a r y , a n d a n n u a l l i c e n s e m a i n t e n a n c e f e e s .
A l s o i n c l u d e s c o s t o f a n n u a l t e s t i n g f o r w e b s i t e s e c u r i t y a g a i n s t a h a c k a t t a c k .
P r o d u c t s :
" R e v i e w R i d e P r o e r r o r l o g s o n a d a i l y b a s i s , a s s e s s e r r o r m e s s a g e s t o d e t e r m i n e
n e x t s t e p s , t a k e a c t i o n w i t h t h e a p p r o p r i a t e e n t i t i e s ( i . e . , i n t e r n a l a c t i o n , C T C ' s o r
R i d e P r o p r o d u c t s u p p o r t s t a f f ) t o s e c u r e r e s o l u t i o n o f i s s u e s .
" I n s t a l l p r o d u c t u p d a t e s a n d e n h a n c e m e n t s i n c l u d i n g c u s t o m i z e d p r o g r a m m i n g
a u t h o r i z e d b y C T C ' s . P r o v i d e t e s t i n g o f n e w p r o g r a m s a n d e n h a n c e m e n t s t o
e n s u r e t h a t p r o g r a m s a r e f u n c t i o n i n g c o r r e c t l y a n d t h a t a n y p r o g r a m c o m p a t i b i l i t y
i s s u e s a r e r e s o l v e d .
" M a i n t a i n a n n u a l W i s h L i s t o f p r o g r a m m i n g n e e d s a n d c o o r d i n a t e p r o g r a m m i n g ,
i n s t a l l a t i o n a n d t e s t i n g w i t h T r a p e z e s t a f f .
" M o n i t o r p e r f o r m a n c e o f t h e s e r v e r s , r o u t e r s a n d s w i t c h e s t o e n s u r e s y s t e m i s
o p e r a t i n g a t p e a k p e r f o r m a n c e .
" W o r k w i t h s e l e c t e d c o n t r a c t o r t o f a c i l i t a t e w e b t e s t i n g f o r s e c u r i t y .
" R e p o r t a n y s y s t e m d o w n t i m e t o C T C ' s .
" U p t o f o u r v i s i t s p e r y e a r t o e a c h C T C l o c a t i o n f o r s y s t e m m a i n t e n a n c e
9 5
Task 2: Maintain the address geo-coding database for translation of street addresses and
intersections into geographic references for ridematching, mapping, and other geographic
referential products. On a bi-annual basis include a zip code overlay in the update of the
digital base maps. Zip code overlay will be purchased and implemented by Trapeze.
Products:
• Coordinate annual updates of digital base maps with CTC's and Trapeze.
• Identify and resolve any discrepancies in digital base maps in response to
geocoding anomalies.
Task 3: Maintain computer software (i.e., RidePro administrative tracking,
CommuteSmart use tracking/reporting) to accurately and concisely track rideshare
database activities and services for reporting to CTC's.
Product:
• Quarterly rideshare database report including website activity.
Task 4: Provide technical and help desk support services to CTC staffs. Provide
assistance with troubleshooting of problems related to functionality of software and/or
wide area network connectivity. Operate a telephone connection for direct contact with
the Help Desk. Provide training or instructional materials on new programs and
functions within the RidePro and AVR databases to CTC staffs.
Products:
• Respond daily to on-line and telephone technical inquires and trouble reports.
• Assess source of reported problems, determine appropriate actions, and facilitate
resolution by appropriate staff.
• Prepare and distribute quarterly summary of reported problems and actions taken.
• Provide "help" information as needed to all users.
• Operate a special Help Desk telephone "hot line" for assistance requests.
Task 5: Manage and coordinate the regional rideshare database system in partnership
with the CTC's to ensure the effective delivery of ridematching services to employers,
TMA's and commuters of the five county region.
Products:
• Facilitate collective policy decisions relating to operational and procedural
functionality of the system.
• Provide liaison between the CTC's and the SCAQMD for maintenance and
required updates to the AVR functions of the databases.
• Coordinate with CTC technical staffs regarding hardware specifications and
conformity.
• Provide liaison between CTC's and Trapeze product support staff.
• Monthly Regional Services Report of regional ridematching activity.
2
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96
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T a s k 6 :
A . O p e r a t i n g E q u i p m e n t
M a i n t a i n c o m p u t e r s y s t e m h a r d w a r e , c o n s i s t e n t w i t h t h e s p e c i f i c a t i o n s p r o v i d e d b y
T r a p e z e S o f t w a r e a n d a g r e e d t o b y t h e C T C ' s , t o a c c o m m o d a t e t h e r e g i o n a l r i d e s h a r e
d a t a b a s e , a n d t h e i m p l e m e n t a t i o n a n d o p e r a t i o n o f t h e W i d e A r e a N e t w o r k . R e p a i r o r
r e p l a c e h a r d w a r e i t e m s a s n e e d e d .
P r o d u c t :
" P e r i o d i c h a r d w a r e a n d s o f t w a r e m a i n t e n a n c e o f D a t a b a s e S e r v e r s , S t o r a g e A r e a
N e t w o r k , t w o C i t r i x T e r m i n a l S e r v i c e s S e r v e r s f o r r e m o t e a c c e s s , W e b S e r v e r ,
J o b P r o c e s s S e r v e r , w o r k s t a t i o n f o r n e t w o r k a d m i n i s t r a t i o n , a n d v a r i o u s r o u t e r s
a n d s w i t c h e s a s n e e d e d
B . N e t w o r k C o n n e c t i v i t y
M a i n t a i n t h e c o n f i g u r a t i o n o f T 3 , F r a m e R e l a y , a n d o t h e r b a n d w i d t h c o n n e c t i o n t o
e f f i c i e n t l y o p e r a t e t h e W i d e A r e a N e t w o r k .
P r o d u c t s :
" M o n i t o r a n d t r o u b l e s h o o t o p e r a t i o n o f T 3 L i n e f o r R i d e m a t c h i n g W e b s i t e a c c e s s
a n d f o r a c c e s s t o T e r m i n a l S e r v i c e s S e r v e r
" M o n i t o r a n d t r o u b l e s h o o t a c c e s s l i n e s t o e n s u r e o p e r a t i o n a l i n t e g r i t y a n d s e c u r i t y .
O n - g o i n g a n a l y s i s o f c a p a c i t y i s s u e s a n d r e c o m m e n d a t i o n s f o r a d d i t i o n s o r
i m p r o v e m e n t s .
3
9 7
AGENDA ITEM 12
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 2 8 , 2 0 1 0
T O :
W e s t e r n R i v e r s i d e C o u n t y P r o g r a m s a n d P r o j e c t s C o m m i t t e e
F R O M :
B r i a n C u n a n a n , C o m m u t e r A s s i s t a n c e M a n a g e r
T H R O U G H :
R o b e r t Y a t e s , M u l t i m o d a l S e r v i c e s D i r e c t o r
S U B J E C T :
A g r e e m e n t w i t h t h e D e p a r t m e n t o f C a l i f o r n i a H i g h w a y P a t r o l f o r
O p e r a t i o n o f t h e C a l l B o x S y s t e m
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i t t e e t o :
1 ) A p p r o v e A g r e e m e n t N o . 1 0 - 4 5 - 1 0 9 - 0 0 w i t h t h e C a l i f o r n i a H i g h w a y P a t r o l
( C H P ) f o r t h e o p e r a t i o n o f t h e c a l l b o x s y s t e m f o r a t h r e e - y e a r t e r m , a n d o n e
o n e - y e a r o p t i o n t o e x t e n d t h e a g r e e m e n t i n t h e a m o u n t o f $ 1 5 , 9 0 0 ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ; a n d
3 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T I O N :
A t i t s M a y 2 0 0 6 m e e t i n g , t h e C o m m i s s i o n , i n i t s c a p a c i t y a s t h e R i v e r s i d e C o u n t y
S e r v i c e A u t h o r i t y f o r F r e e w a y E m e r g e n c i e s ( S A F E ) , a p p r o v e d a n a g r e e m e n t w i t h
C H P f o r t h e o p e r a t i o n o f t h e c a l l b o x s y s t e m . T h i s a g r e e m e n t e x p i r e s o n
J u n e 3 0 , 2 0 1 0 , a n d s t a f f i s s e e k i n g a p p r o v a l f o r a n e w a g r e e m e n t w i t h C H P f o r
a n o t h e r f o u r - y e a r t e r m .
P r e v i o u s l y , t h e C o m m i s s i o n a n d C H P e n t e r e d i n t o a g r e e m e n t s t o r e i m b u r s e t h e
C H P f o r a l l c o s t s a s s o c i a t e d w i t h t h e i m p l e m e n t a t i o n a n d o p e r a t i o n o f t h e c a l l b o x
s y s t e m i n R i v e r s i d e C o u n t y . A t t h a t t i m e , l e g i s l a t i o n r e q u i r e d t h e C H P t o a n s w e r
a l l c a l l b o x c a l l s a n d p r o v i d e c e n t r a l d i s p a t c h i n g s e r v i c e s f o r S A F E c a l l b o x m o t o r i s t
a i d s y s t e m s i n a r e a s o f C H P j u r i s d i c t i o n a n d w i t h i n C a ! t r a n s r i g h t o f w a y .
H o w e v e r , S B 3 9 6 , e n a c t e d J u l y 3 1 , 1 9 9 7 , a u t h o r i z e d t h e S A F E s t o c o n t r a c t w i t h
p r i v a t e c a l l a n s w e r i n g c e n t e r s , w i t h t h e c o o r d i n a t i o n a n d a p p r o v a l o f t h e C H P .
S u b s e q u e n t l y , t h e R i v e r s i d e C o u n t y c a l l b o x p r o g r a m e n t e r e d i n t o a n a g r e e m e n t
w i t h S a n B e r n a r d i n o A s s o c i a t e d G o v e r n m e n t s t o s h a r e t h e c o s t s o f a p r i v a t e c a l l
a n s w e r i n g c e n t e r ( C A C ) . T h e C A C b e g a n a n s w e r i n g a l l o f t h e c a l l b o x c a l l s o n
F e b r u a r y 9 , 2 0 0 2 , a n d o n l y t r u e e m e r g e n c i e s c a l l s a r e s e n t t o t h e C H P . A l l o t h e r
n o n - e m e r g e n c y c a l l s a r e e i t h e r r o u t e d t h r o u g h a r e m o t e m e s s a g e s y s t e m ( s i m i l a r t o
e - m a i l ) t o t h e C H P f o r i t s i n f o r m a t i o n o r a r e h a n d l e d b y t h e C A C . T h e C o m m i s s i o n
A g e n d a I t e m 1 2
9 8
is still required to reimburse the CHP for its proportionate share of the CHP SAFE
Coordinator position.
The attached agreement is for a three-year term from July 1, 2010 through
June 30, 2013, along with a one-year option to extend the agreement. The total
amount of the agreement shall not exceed $15,900 with the annual amounts
payable to CHP at $3,200, $3,700, and $4,200 per fiscal year. The additional
one-year option through June 30, 2014, is at an amount not to exceed $4,800.
For the new CHP call box coordinator agreement, $3,200 has been included in the
proposed FY 2010/11 SAFE program budget.
Financial Information
I
In Fiscal Year Budget:
Yes
Year:
FY 2010/11
FY 2011/12+
Amount:
$ 3,200
$12,700
Source of Funds:
SAFE DMV Fees
Budget Adjustment:
No
GL/Project Accounting No.:
002174 81016 00000 0000 202 45 81002
Fiscal Procedures Approved:
\Afbi,d„y
Date:
06/15/10
Attachment: Draft Agreement No. 10-45-109-00
Agenda Item 12
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A G R E E M E N T B E T W E E N
T H E S T A T E O F C A L I F O R N I A
D E P A R T M E N T O F C A L I F O R N I A H I G H W A Y P A T R O L
A N D
R I V E R S I D E C O U N T Y S E R V I C E A U T H O R I T Y F O R F R E E W A Y E M E R G E N C I E S
T H I S A G R E E M E N T i s m a d e a n d e n t e r e d i n t o b y a n d b e t w e e n t h e S t a t e o f C a l i f o r n i a a c t i n g b y a n d
t h r o u g h D e p a r t m e n t o f C a l i f o r n i a H i g h w a y P a t r o l , h e r e i n a f t e r c a l l e d C H P , a n d R i v e r s i d e C o u n t y
S e r v i c e A u t h o r i t y f o r F r e e w a y E m e r g e n c i e s , h e r e i n a f t e r c a l l e d S A F E , u n d e r p r o v i s i o n s o f C a l i f o r n i a
V e h i c l e C o d e S e c t i o n s 2 4 2 1 . 5 a n d 9 2 5 0 . 1 0 , a n d S t r e e t s a n d H i g h w a y C o d e S e c t i o n 1 3 1 . 1 a n d
C h a p t e r 1 4 ( c o m m e n c i n g w i t h S e c t i o n 2 5 5 0 ) t o D i v i s i o n 3 .
W I T N E S S E T H : B y a n d i n c o n s i d e r a t i o n o f t h e c o v e n a n t s a n d c o n d i t i o n s h e r e i n c o n t a i n e d , C H P a n d
S A F E d o h e r e b y a g r e e a s f o l l o w s :
1 . T h e t e r m o f t h i s a g r e e m e n t s h a l l b e J u l y 1 , 2 0 1 0 t h r o u g h J u n e 3 0 , 2 0 1 3 .
2 . T h i s A g r e e m e n t i s f o r s e r v i c e s a n d a s s i s t a n c e p r o v i d e d b y C H P i n a c c o r d a n c e w i t h t h e
" C H P / C a l t r a n s C a l l B o x a n d M o t o r i s t A i d G u i d e l i n e s , " a s t h e y m a y b e r e v i s e d f r o m t i m e
t o t i m e , a t t a c h e d h e r e t o a s E x h i b i t A , i n c o r p o r a t e d h e r e i n b y r e f e r e n c e , a n d s h a l l b e
r e f e r r e d t o a s t h e " G U I D E L I N E S " .
3 . T h i s A g r e e m e n t s h a l l n o t b e c o m e e f f e c t i v e u n t i l ( 1 ) S A F E h a s s u b m i t t e d t o C H P a c o p y o f
t h e r e s o l u t i o n , o r d e r , m o t i o n , o r o r d i n a n c e f r o m S A F E a p p r o v i n g e x e c u t i o n o f t h i s
a g r e e m e n t a n d i d e n t i f y i n g t h e i n d i v i d u a l a u t h o r i z e d t o s i g n o n b e h a l f o f S A F E , a n d ( 2 )
t h a t t h i s A g r e e m e n t i s d u l y s i g n e d b y b o t h p a r t i e s .
4 . T h a t S A F E s h a l l n o t i f y C H P i n w r i t i n g , n o l a t e r t h a n J a n u a r y 3 1 , 2 0 1 3 , t h a t S A F E w i s h e s t o
e x t e n d t h e s e r v i c e s a n d a s s i s t a n c e r e n d e r e d b y C H P p u r s u a n t t o t h i s A g r e e m e n t f o r o n e
( 1 ) a d d i t i o n a l y e a r . I f C H P i s s o n o t i f i e d , t h i s A g r e e m e n t s h a l l b e i n e f f e c t - t h r o u g h J u n e
3 0 , 2 0 1 4 , a n d t h e t o t a l a m o u n t p a y a b l e t o C H P f o r t h i s a d d i t i o n a l y e a r o f s e r v i c e s h a l l n o t
e x c e e d $ 4 , 8 0 0 . 0 0 , u n l e s s o t h e r w i s e d e t e r m i n e d b y C H P c o s t a n a l y s i s t o b e g r e a t e r .
5 . T h i s A g r e e m e n t m a y b e m o d i f i e d i n w r i t i n g a n d s i g n e d b y b o t h p a r t i e s , a n d s h a l l b e
m o d i f i e d b y t h e p a r t i e s t o c o n f o r m t o a n y f u t u r e c h a n g e s t o f e d e r a l o r s t a t e l a w w h i c h
a f f e c t t h e t e r m s o f t h i s A g r e e m e n t .
6 . B e c a u s e o f t h e t i m e a n d e x p e n s e e a r l y t e r m i n a t i o n w o u l d e n t a i l t o b o t h p a r t i e s , e i t h e r
p a r t y m a y t e r m i n a t e t h i s a g r e e m e n t b e f o r e t h e e x p i r a t i o n o f i t s t e r m , o r a n y e x t e n s i o n ,
u p o n s i x ( 6 ) m o n t h s p r i o r w r i t t e n n o t i c e t o t h e o t h e r p a r t y .
7 . N o t w i t h s t a n d i n g s u b p a r a g r a p h 6 , C H P o r S A F E m a y t e r m i n a t e t h i s a g r e e m e n t u p o n
t h i r t y ( 3 0 ) d a y s p r i o r w r i t t e n n o t i c e t o S A F E s h o u l d S A F E b e f i n a n c i a l l y u n a b l e t o
r e i m b u r s e C H P f o r s e r v i c e s u n d e r t h i s A g r e e m e n t .
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8. For services and assistance herein, SAFE agrees to reimburse CHP quarterly, in arrears
and upon receipt of an itemized invoice, for charges identified in Section 20 Item f.
Upon receipt, payment shall be made to CHP as invoiced within sixty (60) days. If
payment is not submitted because of a dispute, SAFE shall submit the reasons for the
dispute to CHP within sixty (60) days of receiving the invoice charges.
a. Payment shall be made to:
Department of California Highway Patrol
Fiscal Management Section
P.O. Box 942900
Sacramento, CA 94298-2900
b. Invoices shall be sent to:
Riverside County SAFE
P.O. Box 12008
Riverside, CA 92502-2208
9. The maintenance of the call box system (outside of CHP communications center),
including telephone service and line costs, shall be the sole responsibility of SAFE.
10. The SAFE may contract with the CHP to perform duties as mutually agreed by the
parties. As long as SAFE operates a private Call Answer Center that initially answers
motorist aid call box calls, CHP and SAFE agree that no CHP operator positions shall be
charged to SAFE during the term of this Agreement. However, if billing is necessary,
Annex H of the GUIDELINES shall be used for the billing purposes if a residual workload
can be substantiated.
11. The SAFE shall pay for its proportional share of the actual wage rate for one (1/2) CHP
SAFE Coordinator position, and SAFE's proportional share of computer equipment costs
(including software), when applicable. The SAFE Coordinator position, as well as the
reimbursable computer equipment (including software), shall be used for SAFE related
business.
12. Each SAFE's proportional share billing "factor" shall be determined at the beginning of
each fiscal year by comparing the number of motor vehicles registered within each
SAFE's boundaries to the total number of motor vehicles registered in all counties who
have entered into SAFE agreements with CHP: This proportional share shall be billed
over four (4) fiscal quarters. The CHP shall include an estimation of SAFE Coordinator's
personnel and computer equipment costs in the annual staffing estimation.
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1 3 . C a l l b o x c a l l s s h a l l b e h a n d l e d b y C H P c o m m u n i c a t i o n s c e n t e r s a s t h i r d l e v e l p r i o r i t y
a f t e r 9 1 1 ( f i r s t p r i o r i t y ) a n d a l l i e d a g e n c y ( s e c o n d p r i o r i t y ) c a l l s . T h e C H P s t a t e w i d e
s t a n d a r d l e v e l o f s e r v i c e f o r t h e h a n d l i n g o f c a l l b o x c a l l s i s a s f o l l o w s :
a . C a l l b o x c a l l s s h a l l b e h a n d l e d a s r a p i d l y a s p o s s i b l e , h o w e v e r t h e y s h o u l d b e
h a n d l e d i d e a l l y n o l o n g e r t h a n s i x t y ( 6 0 ) s e c o n d s a f t e r t h e f i r s t r i n g a t t h e
c o m m u n i c a t i o n s c e n t e r . E x p e r i e n c e h a s s h o w n t h a t w h e n e m e r g e n c y
c o m m u n i c a t i o n s t r a f f i c b e c o m e s u n u s u a l l y h e a v y , c a l l b o x t r a f f i c a l s o i n c r e a s e s .
A t t h e s e t i m e s , m o t o r i s t s m a y b e r e q u i r e d t o w a i t s e v e r a l m i n u t e s f o r s e r v i c e .
b . C a l l b o x c a l l s s h o u l d b e h a n d l e d i d e a l l y w i t h i n a 3 . 5 m i n u t e ( 2 1 0 s e c o n d s ) t o t a l
c a l l h a n d l i n g t i m e . H o w e v e r , i t i s u n d e r s t o o d t h a t t h e u s e o f s u c h s e r v i c e s , a s t h e
T r a n s l a t i o n S e r v i c e C o n t r a c t o r , s h a l l i n c r e a s e t o t a l c a l l h a n d l i n g t i m e t o
l e v e l s a b o v e t h i s s t a n d a r d .
1 4 . T h e C H P s h a l l b e r e s p o n s i b l e f o r t h e p r o c u r e m e n t , i n s t a l l a t i o n , a n d m a i n t e n a n c e o f a l l
c o m m u n i c a t i o n s c e n t e r e q u i p m e n t r e l a t e d t o t h e c a l l b o x / m o t o r i s t a i d s y s t e m . A l l
s y s t e m s p r o c u r e d f o r C H P d i s p a t c h o p e r a t i o n s h a l l b e d e s i g n e d b y C H P . N o e q u i p m e n t
s h a l l b e i n s t a l l e d i n a C H P f a c i l i t y w h i c h d o e s n o t m e e t a l l C H P o p e r a t i o n a l a n d t e c h n i c a l
s p e c i f i c a t i o n s .
1 5 . A l l c o m m u n i c a t i o n s c e n t e r e q u i p m e n t p u r c h a s e d u n d e r t h i s a g r e e m e n t s h a l l b e c o m e
t h e s o l e p r o p e r t y o f C H P .
1 6 . I f C H P c e a s e s t o p r o v i d e f r e e w a y c a l l b o x d i s p a t c h i n g s e r v i c e s , C H P s h a l l p a y t o S A F E t h a t
p r o p o r t i o n o f t h e f a i r m a r k e t v a l u e o f a l l e q u i p m e n t p u r c h a s e d f o r C H P i n w h o l e o r p a r t
w i t h S A F E f u n d i n g . T h e c u r r e n t f a i r m a r k e t v a l u e s h a l l b e d e t e r m i n e d b y
T e l e c o m m u n i c a t i o n s D i v i s i o n , D e p a r t m e n t o f G e n e r a l S e r v i c e s , a t t h e t i m e o f c e s s a t i o n
o f s e r v i c e .
1 7 . T h e C H P s h a l l r e v i e w S A F E ' s p l a n s a n d s p e c i f i c a t i o n s f o r u p g r a d i n g , o r m o d i f y i n g S A F E ' s
c a l l b o x s y s t e m , a n d p r o v i d e w r i t t e n c o m m e n t s w i t h i n s i x t y ( 6 0 ) d a y s o f s u b m i t t a l b y
S A F E . I f t h e s i x t y ( 6 0 ) d a y t i m e f r a m e c a n n o t b e m e t , C H P s h a l l n o t i f y S A F E , i n w r i t i n g ,
s p e c i f y i n g t h e r e a s o n s a n d i n d i c a t i n g t h e a d d i t i o n a l t i m e r e q u i r e d . I t i s u n d e r s t o o d t h a t
a l l u p g r a d e s o r m o d i f i c a t i o n s t o S A F E ' s s y s t e m s h a l l b e i n a c c o r d a n c e w i t h t h e
G U I D E L I N E S .
1 8 . T h e C H P s h a l l s u b m i t a n i t e m i z e d i n v o i c e q u a r t e r l y t o S A F E w h i c h m a y i n c l u d e t h e
f o l l o w i n g o n g o i n g c h a r g e s :
a . T h e S A F E C o o r d i n a t o r p e r s o n n e l c o s t s s h a l l b e b a s e d o n t h e a c t u a l s t e p o f t h e w a g e
s c a l e f o r S A F E C o o r d i n a t o r p o s i t i o n a t t h e t i m e o f i n v o i c i n g . T h e s e c o s t s a r e
s u b j e c t t o c h a n g e a c c o r d i n g t o i n c r e a s e s a n d / o r d e c r e a s e s i n S t a t e o f C a l i f o r n i a
s a l a r y a n d b e n e f i t r a t e s , w h i c h a r e b e y o n d C H P c o n t r o l .
1 0 2
b. Indirect Costs shall be applied to monthly personnel costs in accordance with
California State Administrative Manual Section 8752 and 8752.1. The indirect
cost rate is determined by CHP and approved by the California Department of
Finance and is subject to change each state fiscal year. The re-evaluation of
staffing requirements shall include an explanation of the projected upcoming fiscal
year indirect cost rate.
c. Computer equipment costs (including software), when applicable, associated
with CHP SAFE Coordinator position.
Telephone system costs (if applicable)
d. The state shall provide a standard communication center telephone system which
shall also be used to handle incoming call box calls. Any agreed upon changes
above the standard phone system design, specifically requested by SAFE Program
shall be funded by SAFE.
e. The total amount of this agreement shall not exceed Fifteen Thousand Nine
Hundred Dollars and no cents ($15,900.00)
FY 10/11(7/1/10 through 6/30/11), not to exceed $3,200.00
FY 11/12 (7/1/11 through 6/30/12), not to exceed $3,700.00
FY 12/13 (7/1/12 through 6/30/13), not to exceed $4,200.00
19. The CHP agrees to indemnify, defend and save harmless SAFE, its elected officials,
officers, employees, agents, and volunteers from any and all claims, losses, demands,
causes of action, liabilities, obligations, judgments, or damages, including but not limited
to property damage, bodily injury or death, or any other element of damage of any kind
or nature, accruing or resulting to any and all contractors, suppliers, laborers, and any
other person, firm or corporation furnishing or supplying work services, materials, or
supplies in connection with the performance of this agreement, and from any and all
claims, losses, demands, causes of action, liabilities, obligations, judgments, or damages,
including but not limited to property damage, bodily injury or death, or any other
element of damage of any kind or nature, accruing or resulting to any person, firm or
corporation who may be injured or damaged by any negligent act or omission by CHP in
the performance of this agreement. Indemnification by CHP includes, without limitation,
the payment of all penalties, fines, judgments, awards, decrees, attorneys' fees, and
related costs or expenses, and the reimbursement of SAFE, its elected officials, officers,
employees, agents, and/or volunteers for all legal expenses and costs incurred by each
of them. The CHP's obligation to indemnify shall not be restricted to insurance proceeds,
if any, received by SAFE, its elected officials, officers, employees, agents, or volunteers.
The SAFE agrees to indemnify, defend and save harmless CHP, its elected officials,
officers, employees, agents, and volunteers from any and all claims, losses, demands,
causes of action, liabilities, obligations, judgments, or damages, including but not limited
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t o p r o p e r t y d a m a g e , b o d i l y i n j u r y o r d e a t h , o r a n y o t h e r e l e m e n t o f d a m a g e o f a n y k i n d
o r n a t u r e , a c c r u i n g o r r e s u l t i n g t o a n y a n d a l l c o n t r a c t o r s , s u p p l i e r s , l a b o r e r s , a n d a n y
o t h e r p e r s o n , f i r m o r c o r p o r a t i o n f u r n i s h i n g o r s u p p l y i n g w o r k s e r v i c e s , m a t e r i a l s , o r
s u p p l i e s i n c o n n e c t i o n w i t h t h e p e r f o r m a n c e o f t h i s a g r e e m e n t , a n d f r o m a n y a n d a l l
c l a i m s , l o s s e s , d e m a n d s , c a u s e s o f a c t i o n , l i a b i l i t i e s , o b l i g a t i o n s , j u d g m e n t s , o r d a m a g e s ,
i n c l u d i n g b u t n o t l i m i t e d t o p r o p e r t y d a m a g e , b o d i l y i n j u r y o r d e a t h , o r a n y o t h e r
e l e m e n t o f d a m a g e o f a n y k i n d o r n a t u r e , a c c r u i n g o r r e s u l t i n g t o a n y p e r s o n , f i r m o r
c o r p o r a t i o n w h o m a y b e i n j u r e d o r d a m a g e d b y a n y n e g l i g e n t a c t o r o m i s s i o n b y S A F E i n
t h e p e r f o r m a n c e o f t h i s a g r e e m e n t . I n d e m n i f i c a t i o n b y S A F E i n c l u d e s , w i t h o u t
l i m i t a t i o n , t h e p a y m e n t o f a l l p e n a l t i e s , f i n e s , j u d g m e n t s , a w a r d s , d e c r e e s , a t t o r n e y s '
f e e s , a n d r e l a t e d c o s t s o r e x p e n s e s , a n d t h e r e i m b u r s e m e n t o f C H P , i t s e l e c t e d o f f i c i a l s ,
o f f i c e r s , e m p l o y e e s , a g e n t s , a n d / o r v o l u n t e e r s f o r a l l l e g a l e x p e n s e s a n d c o s t s i n c u r r e d
b y e a c h o f t h e m . T h e S A F E ' S o b l i g a t i o n t o i n d e m n i f y s h a l l b e r e s t r i c t e d t o i n s u r a n c e
p r o c e e d s , i f a n y , r e c e i v e d b y C H P , i t s e l e c t e d o f f i c i a l s , o f f i c e r s , e m p l o y e e s , a g e n t s , o r
v o l u n t e e r s .
2 0 . E x c e p t a s o t h e r w i s e p r o v i d e d i n t h i s a g r e e m e n t , a n y d i s p u t e c o n c e r n i n g a q u e s t i o n o f
f a c t a r i s i n g u n d e r t h i s a g r e e m e n t w h i c h i s n o t d i s p o s e d o f b y m u t u a l a g r e e m e n t o f t h e
p a r t i e s m a y b e s u b m i t t e d t o a n i n d e p e n d e n t a r b i t r a t o r m u t u a l l y a g r e e d u p o n b y C H P
a n d S A F E . T h e a r b i t r a t o r ' s d e c i s i o n s s h a l l b e n o n - b i n d i n g a n d a d v i s o r y o n l y , a n d n o t h i n g
h e r e i n s h a l l p r e c l u d e e i t h e r p a r t y , a t a n y t i m e , f r o m p u r s u i n g a n y o t h e r l e g a l l y a v a i l a b l e
c o u r s e o f a c t i o n , i n c l u d i n g t h e f i l i n g o f a l a w s u i t . P e n d i n g a f i n a l d e c i s i o n o f a d i s p u t e
h e r e u n d e r , b o t h p a r t i e s s h a l l p r o c e e d d i l i g e n t l y w i t h t h e p e r f o r m a n c e o f t h e i r d u t i e s
u n d e r t h i s a g r e e m e n t , a n d s u c h c o n t i n u e d p e r f o r m a n c e s h a l l n o t c o n s t i t u t e a w a i v e r o f
a n y r i g h t s , l e g a l o r e q u i t a b l e , o f e i t h e r p a r t y r e l a t i n g t o t h e d i s p u t e .
2 1 . A l l s e r v i c e s u n d e r t h i s A g r e e m e n t s h a l l b e c o o r d i n a t e d b y :
C o m m u n i c a t i o n s C e n t e r s S u p p o r t S e c t i o n
6 0 1 N . 7 t h S t r e e t , B l d g . C
S a c r a m e n t o , C A 9 5 8 1 1
( 9 1 6 ) 8 4 3 - 4 2 8 0
T h e c o n t a c t p e r s o n s h a l l b e C H P S A F E C o o r d i n a t o r .
S A F E a g r e e s t h a t t h e D e p a r t m e n t o f G e n e r a l S e r v i c e s , t h e B u r e a u o f S t a t e A u d i t s , o r
t h e i r d e s i g n a t e d r e p r e s e n t a t i v e s h a l l h a v e t h e r i g h t t o r e v i e w a n d t o c o p y a n y r e c o r d s
a n d s u p p o r t i n g d o c u m e n t a t i o n p e r t a i n i n g t o t h e p e r f o r m a n c e o f t h i s A g r e e m e n t .
S A F E , a g r e e s t o m a i n t a i n s u c h r e c o r d s f o r p o s s i b l e a u d i t f o r a m i n i m u m o f t h r e e ( 3 )
y e a r s a f t e r f i n a l p a y m e n t , u n l e s s a l o n g e r p e r i o d o f r e c o r d s r e t e n t i o n i s s t i p u l a t e d .
S A F E a g r e e s t o a l l o w t h e a u d i t o r ( s ) a c c e s s t o s u c h r e c o r d s d u r i n g n o r m a l b u s i n e s s h o u r s
a n d t o a l l o w i n t e r v i e w s o f a n y e m p l o y e e s w h o m i g h t r e a s o n a b l y h a v e i n f o r m a t i o n
r e l a t e d t o s u c h r e c o r d s . F u r t h e r , S A F E a g r e e s t o i n c l u d e a s i m i l a r r i g h t o f t h e S t a t e t o
a u d i t r e c o r d s a n d i n t e r v i e w s t a f f i n a n y s u b c o n t r a c t r e l a t e d t o p e r f o r m a n c e o f t h i s
1 0 4
agreement.. (Gov. Code §8546.7, Pub. Contract Code §10115 et seq., CCR Title 2,
Section 1896).
22. This agreement, and any attachments or documents incorporated herein by -inclusion or
reference, constitutes the complete and entire agreement between CHP and SAFE and
supersede supersedes any prior representations, understandings, communications,
commitments, agreements or proposals, oral or written.
23. Under no circumstances shall SAFE or its subcontractor(s) use the name California
Highway Patrol or CHP to promote a product which is part of the call box system without
the written consent of CHP.
STATE OF CALIFORNIA RIVERSIDE COUNTY
Department of California Highway Patrol Service Authority for Freeway Emergencies
J. T. Uyeda Bob Buster, Chair
Administrative Services Division
Date Date
Department of California Highway Patrol
Business Services Section
Contract Services Unit
P.O. Box 942898
Sacramento, CA 94198-0001
Legal Counsel, Riverside County SAFE
Date
Riverside County SAFE
P.O. Box 12008
Riverside, CA 92502-2208
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