HomeMy WebLinkAboutCC Resolution 15133 (On-Call and Environmental Planning Consulting Services Agreement)
RESOLUTION NO. 15133
RESOLUTION OF THE SAN RAFAEL CITY COUNCIL APPROVING AND AUTHORIZING THE
CITY MANAGER TO EXECUTE AN AGREEMENT FOR PROFESSIONAL SERVICES WITH M-
GROUP FOR ON-CALL CONTRACT PLANNING AND ENVIRONMENTAL CONSULTING
SERVICES IN AN AMOUNT NOT TO EXCEED $100,000
(Term of Agreement: through December 31, 2023)
WHEREAS, the San Rafael Planning Division is committed to providing timely and
effective planning services to the public; and
WHEREAS, due to on-going high volume of development application submittals, the
City’s Planning Division has a need for on-call professional planning and environmental services
to supplement existing staffing through temporary assignment of projects on an as-needed on-call
basis; and
WHEREAS, M-Group is a professional planning firm that has provided on-call planning
services to the City in the past and has submitted a proposal to provide on-call contract planning
services in a sum not to exceed $100,000, which includes the option of using journey level
planners as well as experienced contract planners that can be used on a project-by-project basis,
as further detailed in the staff report for this resolution; and
WHEREAS, funds have already been appropriated in the FY 22-23 CDD budget process
to cover the contract amount; and
WHEREAS, staff has determined that M-Group proposes a unique on-call approach to
contract planning services which would provide the most qualified contract planner at the
appropriate level, thus providing a cost-effective staffing solution; and
WHEREAS, M-Group has demonstrated through its statement of qualifications and prior
work on other similar projects that it would be able to take on the duties required to assist the
Planning Division staff;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Rafael
does hereby approve and authorize the City Manager to execute, on behalf of the City of San
Rafael, an Agreement for Professional Planning Services with M-Group, subject to approval as to
form by the City Attorney.
I, Lindsay Lara, Clerk of the City of San Rafael, hereby certify that the foregoing resolution was
duly and regularly introduced and adopted at a regular meeting of the City Council of said City
held on Monday, the 3rd day of October 2022, by the following vote, to wit:
AYES: Bushey, Llorens Gulati & Mayor Pro Tem Kertz
NOES: None
ABSENT: Hill & Mayor Kate
Lindsay Lara, City Clerk
AGREEMENT FOR PROFESSIONAL SERVICES
FOR ON -CALL CONTRACT PLANNING AND ENVIRONMENTAL REVIEW
SERVICES
This Agreement is made and entered into this Allay of , 2023, by and between the
CITY OF SAN RAFAEL hereinafter "CITY"),and METROPOLI AN PLANNING GROUP,
a California Corporation, doing business as the "M-GROUP" (hereinafter
"CONSULTANT").
RECITALS
WHEREAS, the San Rafael Planning Division is committed to providing timely and
effective planning services to the public; and
WHEREAS, given the current workload of CITY staff, the CITY has determined that the
Planning Division is faced with a temporary gap in services and that on -call professional planning
and environmental services are needed for the temporary assignment of projects on an as -needed,
on -call basis; and
WHEREAS, at the CITY'S request, the CONSULTANT has submitted a proposal
dated April 4, 2022 to provide on -call professional planning and environmental planning services
to the CITY, and said proposal is attached to this Agreement marked "Exhibit I" and
incorporated herein by reference; and
WHEREAS, CONSULTANT has demonstrated through its statement of qualifications and
prior work for the CITY, as well as other Cities, on other similar projects that it would be able to take
on the responsibilities as a Contract Planner for the CITY.
AGREEMENT
NOW, THEREFORE, the parties hereby agree as follows:
I . PROJECT COORDINATION.
A. CITY'S Project Manager. Leslie Mendez, Planning Manager is hereby designated
the PROJECT MANAGER for the CITY, and said PROJECT MANAGER shall supervise all aspects
of the progress and execution of this Agreement.
B. CONSULTANT'S Project Director. CONSULTANT shall assign a single
PROJECT DIRECTOR to have overall responsibility for the progress and execution of this
Agreement for CONSULTANT. Heather Hines, Principal of M-Group, is hereby designated as the
PROJECT DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the
execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the
CONSULTANT shall notify the CITY within ten (10) business days of the substitution.
2. DUTIES OF CONSULTANT.
CONSULTANT shall perform contract planning services to fill a temporary vacancy and on -
call as needed in the Planning Division with the duties as described in Exhibit 1.
DUTIES OF CITY.
CITY shall pay the compensation as provided in Paragraph 4 and shall provide
CONSULTANT with a work space and materials and information reasonably necessary for
CONSULTANT to perform the services required by this Agreement.
4. COMPENSATION.
CONSULTANT shall perform duties and bill for services on a "time and material" basis, at
the hourly billing rates presented in CONSULTANT'S 2022 Rate Sheet attached as "Exhibit 2"
hereto, up to a total not -to -exceed amount of $100,000. CONSULTANT may make a cost -of -
living adjustment to its hourly rates in Exhibit 2 once during the Term of this Agreement, but not
prior to May 1, 2023, and only after 30 days' written notice to CITY. In no event shall the cost -of -
living adjustment exceed the percentage increase over the previous year of the San Francisco -
Oakland -Hayward Price Index for All Urban Consumers ("CPI").
CONSULTANT work hours shall be based on the number of hours needed to manage
project workload or deadlines for that week. Hours billed shall not include CONSULTANT
travel time.
Payment will be made monthly upon receipt by PROJECT MANAGER of itemized
invoices submitted by CONSULTANT.
TERM OF AGREEMENT.
The term of this Agreement shall begin October 3, 2022 and end on December 31, 2023.
Upon mutual agreement of the parties, and subject to the approval of the City Manager the term of
this Agreement may be extended for an additional period of up to one (1) year.
6. TERMINATION.
A. Discretionary. Either party may terminate this Agreement without cause upon thirty
(30) days written notice mailed or personally delivered to the other party.
B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days
written notice mailed or personally delivered to the other party, and the notified party's failure to cure
or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice,
within such fifteen (15) day time period.
C. Effect of Termination. Upon receipt of notice of termination, neither party shall
incur additional obligations under any provision of this Agreement without the prior written consent
of the other.
D. Return of Documents. Upon termination, any and all CITY documents or materials
provided to CONSULTANT and any and all of CONSULTANT's documents and materials
prepared for or relating to the performance of its duties under this Agreement, shall be delivered to
CITY as soon as possible, but not later than thirty (30) days after termination.
OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the CONSULTANT in connection with
the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may
use said property for any purpose, including projects not contemplated by this Agreement.
INSPECTION AND AUDIT.
Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by CONSULTANT in connection with
its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY
or its agent in any such audit or inspection.
9. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Agreement nor the
performance of any of their respective obligations hereunder, without the prior written consent of the
other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising
hereunder shall be void and of no effect.
10. INSURANCE.
A. Scope of Coverage. During the term of this Agreement, CONSULTANT shall
maintain, at no expense to CITY, the following insurance policies:
1. A commercial general liability insurance policy in the minimum amount of
one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death,
bodily injury, personal injury, or property damage.
2. An automobile liability (owned, non -owned, and hired vehicles) insurance
policy in the minimum amount of one million dollars ($1,000,000) per occurrence.
3. If any licensed professional performs any of the services required to be
performed under this Agreement, a professional liability insurance policy in the minimum amount of
one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, to cover
any claims arising out of the CONSULTANT's performance of services under this Agreement.
Where CONSULTANT is a professional not required to have a professional license, CITY reserves
the right to require CONSULTANT to provide professional liability insurance pursuant to this
section.
4. If it employs any person, CONSULTANT shall maintain worker's
compensation insurance, as required by the State of California, with statutory limits, and
employer's liability insurance with limits of no less than one million dollars ($1,000,000) per
accident for bodily injury or disease. CONSULTANT's worker's compensation insurance shall
be specifically endorsed to waive any right of subrogation against CITY.
B. Other Insurance Requirements. The insurance coverage required of the
CONSULTANT in subparagraph A of this section above shall also meet the following requirements:
1. Except for professional liability insurance or worker's compensation
insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers,
agents, employees, and volunteers, as additional insureds (for both ongoing and completed
operations) under the policies.
2. The additional insured coverage under CONSULTANT'S insurance policies
shall be "primary and noncontributory" with respect to any insurance or coverage maintained by
CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The
"primary and noncontributory" coverage in CONSULTANT'S policies shall be at least as broad as
ISO form CG20 0104 13.
3. Except for professional
insurance, the insurance policies shall include,
contractual liability and personal injury.
liability insurance or worker's compensation
in their text or by endorsement, coverage for
4. By execution of this Agreement, CONSULTANT hereby grants to CITY
a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against
CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to
obtain any endorsement that may be necessary to effect this waiver of subrogation, but this
provision applies regardless of whether or not CITY has received a waiver of subrogation
endorsement from the insurer.
5. Ifthe insurance is written on a Claims Made Form, then, following termination
of this Agreement, said insurance coverage shall survive for a period of not less than five years.
6. The insurance policies shall provide for a retroactive date of placement
coinciding with the effective date of this Agreement.
7. The limits of insurance required in this Agreement may be satisfied by a
combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall
contain or be endorsed to contain a provision that such coverage shall also apply on a primary and
noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before
CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured.
8. It shall be a requirement under this Agreement that any available insurance
proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or
limits shall be available to CITY or any other additional insured party. Furthermore, the requirements
for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or
(2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds
available to the named insured; whichever is greater. No representation is made that the minimum
Insurance requirements of this agreement are sufficient to cover the obligations of the
CONSULTANT under this agreement.
C. Deductibles and SIR's. Any deductibles or self -insured retentions in
CONSULTANT's insurance policies must be declared to and approved by the PROJECT
MANAGER and City Attorney, and shall not reduce the limits of liability. Policies containing any
self -insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be
satisfied by either the named insured or CITY or other additional insured party. At CITY's option,
the deductibles or self -insured retentions with respect to CITY shall be reduced or eliminated to
CITY's satisfaction, or CONSULTANT shall procure a bond guaranteeing payment of losses and
related investigations, claims administration, attorney's fees and defense expenses.
D. Proof of Insurance. CONSULTANT shall provide to the PROJECT MANAGER
or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the insurance
coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement
page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of
policy language or specific endorsements evidencing the other insurance requirements set forth in this
Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and
endorsements from CONSULTANT. Failure to exercise this right shall not constitute a waiver of
the right to exercise it later. The insurance shall be approved as to form and sufficiency by PROJECT
MANAGER and the City Attorney.
11. INDEMNIFICATION.
A. Except as otherwise provided in Paragraph B., CONSULTANT shall, to the fullest
extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold
harmless CITY, its officers, agents, employees and volunteers (collectively, the "City
Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of
any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of
litigation, (collectively "CLAIMS"), arising out of CONSULTANT'S performance of its
obligations or conduct of its operations under this Agreement. The CONSULTANT's obligations
apply regardless of whether or not a liability is caused or contributed to by the active or passive
negligence of the City Indemnitees. However, to the extent that liability is caused by the active
negligence or willful misconduct of the City Indemnitees, the CONSULTANT's indemnification
obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active
negligence or willful misconduct. In addition, the acceptance or approval of the
CONSULTANT's work or work product by the CITY or any of its directors, officers or
employees shall not relieve or reduce the CONSULTANT's indemnification obligations. In the
event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding
arising from CONSULTANT'S performance of or operations under this Agreement,
CONSULTANT shall provide a defense to the City Indemnitees or at CITY'S option reimburse
the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in
defense of such claims.
B. Where the services to be provided by CONSULTANT under this Agreement are
design professional services to be performed by a design professional as that term is defined under
Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil
Code sections 2782, 2782.6 and 2782.8, CONSULTANT shall indemnify and hold harmless the
CITY and its officers, officials, and employees (collectively City Indemnitees) from and against
damages, liabilities or costs (including incidental damages. Court costs, reasonable attorney's fees
as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in
connection therewith and costs of investigation) to the extent they are caused by the negligence,
recklessness, or willful misconduct of CONSULTANT, or any subconsultants, or subcontractor
or anyone directly or indirectly employed by them, or anyone for whom they are legally liable
(collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not
apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct
of such City Indemnitee.
C. The defense and indemnification obligations of this Agreement are undertaken in
addition to, and shall not in any way be limited by, the insurance obligations contained in this
Agreement, and shall survive the termination or completion of this Agreement for the full period
of time allowed by law.
12. NONDISCRIMINATION.
CONSULTANT shall not discriminate, in any way, against any person on the basis of age,
sex, race, color, religion, ancestry, national origin or disability in connection with or related to the
performance of its duties and obligations under this Agreement.
13. COMPLIANCE WITH ALL LAWS.
CONSULTANT shall observe and comply with all applicable federal, state and local laws,
ordinances, codes and regulations, in the performance of its duties and obligations under this
Agreement. CONSULTANT shall perform all services under this Agreement in accordance with
these laws, ordinances, codes and regulations. CONSULTANT shall release, defend, indemnify and
hold harmless CITY, its officers, agents and employees from any and all damages, liabilities,
penalties, fines and all other consequences from any noncompliance or violation of any laws,
ordinances, codes or regulations.
14. NO THIRD PARTY BENEFICIARIES.
CITY and CONSULTANT do not intend, by any provision of this Agreement, to create in
any third party, any benefit or right owed by one party, under the terms and conditions of this
Agreement, to the other party.
15. NOTICES.
All notices and other communications required or permitted to be given under this Agreement,
including any notice of change of address, shall be in writing and given by personal delivery, or
deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to
be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the
date of deposit with the United States Postal Service. Notice shall be given as follows:
TO CITY's Project Manager: Leslie Mendez, Planning Manager
City of San Rafael
1400 Fifth Ave.
San Rafael, CA 94915-1560
TO CONSULTANT's Project Director: Heather Hines
M-Group
51 E. Campbell Ave # 1247
Campbell, CA 95009
16. INDEPENDENT CONTRACTOR.
For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers,
agents and employees shall act in the capacity of an Independent Contractor, and not as employees of
the CITY. CONSULTANT and CITY expressly intend and agree that the status of
CONSULTANT, its officers, agents and employees be that of an Independent Contractor and not
that of an employee of CITY.
17. ENTIRE AGREEMENT -- AMENDMENTS.
A. The terms and conditions of this Agreement, all exhibits attached, and all documents
expressly incorporated by reference, represent the entire Agreement of the parties with respect to the
subject matter of this Agreement.
B. This written Agreement shall supersede any and all prior agreements, oral or written,
regarding the subject matter between the CONSULTANT and the CITY.
C. No other agreement, promise or statement, written or oral, relating to the subject
matter of this Agreement, shall be valid or binding, except by way of a written amendment to this
Agreement.
D. The terms and conditions of this Agreement shall not be altered or modified except
by a written amendment to this Agreement signed by the CONSULTANT and the CITY.
E. If any conflicts arise between the terms and conditions of this Agreement, and the
terms and conditions of the attached exhibits or the documents expressly incorporated by reference,
the terms and conditions of this Agreement shall control.
18. SET-OFF AGAINST DEBTS.
CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT
under this Agreement, any monies which CONSULTANT owes CITY under any ordinance,
agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or
other amounts.
19. WAIVERS.
The waiver by either party of any breach or violation of any term, covenant or condition of
this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any
other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation
of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent
acceptance by either party of any fee, performance, or other consideration which may become due or
owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation
by the other party of any term, condition, covenant ofthis Agreement or any applicable law, ordinance
or regulation.
20. COSTS AND ATTORNEY'S FEES.
The prevailing party in any action brought to enforce the terms and conditions of this
Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs
(including claims administration) and attorney's fees expended in connection with such action.
21. CITY BUSINESS LICENSE / OTHER TAXES.
CONSULTANT shall obtain and maintain during the duration of this Agreement, a CITY
business license as required by the San Rafael Municipal Code CONSULTANT shall pay any and
all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any
work performed under this Agreement, until CONSULTANT has provided CITY with a completed
Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification).
22. SURVIVAL OF TERMS.
Any terms of this Agreement that by their nature extend beyond the term (or termination) of
this Agreement shall remain in effect until fulfilled, and shall apply to both Parties' respective
successors and assigns.
23. APPLICABLE LAW.
The laws of the State of California shall govern this Agreement.
24. COUNTERPARTS AND ELECTRONIC SIGNATURE.
This Agreement may be executed by electronic signature and in any number of counterparts,
each of which shall be deemed an original, but all of which together shall constitute one document.
Counterpart signature pages may be delivered by telecopier, email or other means of electronic
transmission.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL
ATTEST:
�Q / .�
LINDSAY LARA, City Clerk
APPROVED AS TO FORM:
i
ROBE, F. EPSTEIN ity Attorney
CONSULTANT
By:" bmd(!:�j,
Name: Heather Bradley
Title: Principal & Treasurer
[If CONSULTANT is a corporation, add signature of
second corporate officer]
By:..�
Name: Geoff Bradley
Title: Principal & President
Exhibit 1
m- g r o u p a new design on urban planning
policy planning • urban design • environmental revie,,,i • Historic ereservacion • Community en,e,aSeinent • staffma solunons
G R O U P
April 10, 2022
Leslie Mendez
Planning Manager
City of San Rafael
1400 5th Street
San Rafael, CA 94901
RE: M-Group Proposal for Planning Staff Support
Leslie,
I am pleased to prepare this letter proposal to renew M-Group's contract with the City of San Rafael. We
pride ourselves on ongoing work with our clients to prepare quality work product with flexibility to
respond to each jurisdiction's changing needs and timelines. M-Group has provided staffing assistance to
the City of San Rafael since 2014 and our team looks forward to continuing that work with you and your
staff.
This contract is intended to augment and extend our current contract for staffing support with greater
flexibility to assign the best available staff members to respond most efficiently to the City's needs. Under
this contract, M-Group will provide professional planning services for development and environmental
review projects assigned by the City. More specifically, these services will generally consist of, but not be
limited to, the following:
• Review development project materials and environmental technical studies as needed
• Writing of reports, correspondence, findings, and conditions of approval
• Attend meetings with applicants and City staff
• Complete research and make recommendations
• Conduct site inspections
• Attend and presentation at public meetings such as Design Review Board, Planning Commission,
and City Council
• Complete building plan check review for approved entitlements
• Review and tracking of associated Mitigation Monitoring
• Building Permit inspections as needed for approved entitlement projects
M-Group will also provide on call environmental review services for project level environmental review.
A separate project level budget may be required at the direction of staff for more complex environmental
review assignments to ensure full cost recovery capture. These services may include, but are not limited
to, the following:
• Expanded justifications for categorical and statutory exemptions
• Consistency analysis
m-group.us 499 Humboldt Street, Santa Rosa, CA 95404 707,540.0723
• Initial Studies
• Negative Declarations and Mitigated Negative Declarations
• Environmental Impact Reports
• Project management of environmental analysis
• Peer review of environmental documents and technical studies
Additionally, M-Group may provide professional planning services to assist the City with advanced
planning and special projects as requested by the City. These services may include, but are not limited to,
the following:
• City initiated zoning updates
• Annual Housing Element Report
• Affordable housing agreements
• Environmental review of City projects
• Public outreach efforts on advanced planning and policy issues
This contract will extend through December 2023. M-Group's 2022 hourly rates are attached and rates
will be charged based on the position assigned to a specific project under agreement with the City. These
rates shall be subject to annual escalation based on changes in M-Group's firmwide rate schedule.
Please let me know if there is anything additional needed at this time. I look forward to continuing to
work together.
Sincerely,
W-/1FA0,701
HEATHER HINES
Principal
hhines@m-group.us
707.318.6208
m-group.us 499 Humboldt Street, Santa Rosa, CA 95404 707.540.0723
Exhibit 2
M=GROUP
2022 RATE SHEET
M-GROUP STAFF HOURLY RATE
Admin Analyst $85
Planning Tech
Assistant Planner
Assistant Urban Designer $100
Social Media Coordinator
Associate Planner $130
Associate Urban Designer
GIS Mapping Services
Environmental Planner
Historic Preservation Specialist $145
Public Art Specialist
Senior Planner
Senior Urban Designer $155
Senior Environmental Planner
Project Manager
Principal Planner
Principal Environmental Planner $175
Principal Policy Planner
Director of Urban Design
Principal $220 - $270
* Hourly rates are subject to annual adjustment.
* Sub -consultants include a 10% administration fee