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HomeMy WebLinkAboutCC Resolution 11868 (Plan Review Services)RESOLUTION NO. 11868 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAFAEL AUTHORIZING AN AGREEMENT WITH CSG CONSULTING, INC. TO PERFORM PLAN REVIEW SERVICES FOR BUILDING PERMITS. (Term: One (1) year commencing on January 1, 2006 and ending on January 1, 2007. Upon mutual agreement of both parties, and subject to approval of City Manager, may be extended one (1) additional year) THE CITY COUNCIL OF THE CITY OF SAN RAFAEL RESOLVES as follows: The INTERIM CITY MANAGER and CITY CLERK are authorized to execute, on behalf of the City of San Rafael, an agreement with CSG Consultants, Inc. for plan review services, a copy of which is hereby attached and by this reference made a part hereof. I, JEANNE M. LEONCINI, 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 191h of December, 2005, by the following vote, to wit: AYES: COUNCILMEMBERS: Cohen, Heller, Miller, Phillips and Mayor Boro NOES: COUNCILMEMBERS: None ABSENT: COUNCILMEMBERS: None JEANNE M. LEONCINI, City Clerk tftfl SIL $�� AGREEMENT FOR PROVIDING PLAN REVIEW SERVICES This Agreement is made and entered into this 2nd day of January, 2006, by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and CSG Consultants, Inc., (hereinafter "CONTRACTOR"). RECITALS WHEREAS, the CITY desires to employ the services of a CONTRACTOR to provide plan review services involving ministerial code review for proposed building construction plans to augment staff capabilities, WHEREAS, the CITY wishes to contract with a firm staffed by highly credentialed engineers and certified plan checkers with many years of regulatory plan review experience, and WHEREAS, the CITY desires to contract with a firm presently and successfully providing plan review services to government agencies; AGREEMENT NOW, THEREFORE, the parties hereby agree as follows: 1. PROJECT COORDINATION. A. CITY. The CITY Manager shall be the representative of the CITY for all purposes under this Agreement. The Chief Building Official 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. CONTRACTOR. CONTRACTOR shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONTRACTOR. Douglas Rider is hereby designated as the PROJECT DIRECTOR for CONTRACTOR. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR for any reason, the CONTRACTOR shall notify the CITY within ten (10) business days of the substitution. 2. DUTIES OF CONTRACTOR. CONTRACTOR shall perform the duties and/or provide services as follows: Provide professional services for the review of proposed building plans for conformance to regulations contained in the state mandated building, plumbing, mechanical and electrical codes, as those codes are adopted by the CITY, including the following: A. Arrange and pay the cost of shipping one set of plans and documents to the CONTRACTOR's office. B. Perform traditional preliminary plan review consultations in CONTRACTOR's main office by meetings or by telephone, C. Perform traditional initial plan review of submitted plans to determine compliance with CITY adopted Uniform Building Code, Uniform Plumbing Code, Uniform Mechanical Code, National Electrical Code and California State Title 24 (Energy Conservation and Disabled Access), D. Provide the applicant's designee and the CITY a typed list of items needing clarification or change to achieve conformance with the above regulations, E. Perform all necessary liaison with the applicant's designee by telephone, fax, mail or meeting in CONTRACTOR's main office, and perform all necessary rechecks to achieve conformance to the regulations, F. Perform all necessary liaison with the Chief Building Official or his designee, by mail, telephone, fax or meeting in CONTRACTOR's main office, to insure compliance with Uniform Building Code Section 104.2.7 and 104.2.8 and to insure compliance with local policy interpretations, G. Perform plan review on revisions to plans that have previously been approved for permit issuance, H. Perform extra work when requested in writing by the CITY, and I. Attend meetings related to proposed building projects at the request of the Chief Building Official at locations other than CONTRACTOR's office. The CONTRACTOR agrees to provide adequate resources to achieve the following service delivery goals for timely performance of the work over which the CONTRACTOR has decision authority: Proiect Type • Single-family and duplex residential • Multi -family residential • Commercial or tenant improvements • Rechecks Service Goal Complete initial plan review within 10 working days Complete initial plan review within 15 working days Complete initial plan review within 10 working days Complete review within 5 working days For the purpose of measuring performance, working days exclude the day plans are received by CONTRACTOR and include the day a plan review has been completed. Working days do not include weekends or CITY holidays. Service level goals are subject to modification upon mutual agreement of the CONTRACTOR and CITY. 3. DUTIES OF CITY. CITY shall pay the compensation as provided in Paragraph 4, and perform the duties as follows: A. Obtain from the applicant, at the time of the project submittal, the necessary items to 2 allow plan review to be completed in the shortest overall time frame. Necessary items include, but are not limited to, complete plans, construction specifications, soils reports, Title 24 energy calculations, structural calculations, the name and address and telephone number of the applicant's designated contact person and similar items that may be unique to a particular project. B. Provide the valuation for the proposed construction or instruct the CONTRACTOR to calculate the valuation in accordance with Section 4(A). C. Provide the CONTRACTOR with copies of any CITY ordinances that modify the regulations listed in Section 2(B). D. Collect sufficient plan check fees from project applicants to ensure the CITY will not suffer a loss if the applicant decides to abandon the permit process after the CONTRACTOR has completed the initial plan check. 4. COMPENSATION. For the full performance of the services described herein by CONTRACTOR, CITY shall pay CONTRACTOR as follows: A. Compensation for each plan reviewed under Sections 2(A) through 2(G) shall be 65% of the building pen -nit fee calculated per Section 107.2 of the latest published edition of the Uniform Building Code for each building plan checked. The construction valuation shall be based on the most recent valuation multiplier published by the International Conference of Building Officials in Building Standards or on the architect's estimated construction cost, or on the Chief Building Official's cost estimate. The value shall include all proposed construction as defined in the Uniform Building Code Section 107.2. Plan check fee for repetitive, identical buildings shall be 15% of the building permit fee as noted above for the first, or basic building. Compensation for structural -only plan reviews is reduced to 50% of the building permit fee calculated per Section 107.2 of the Uniform Building Code. The single fee includes all rechecks, plan check conferences at CONTRACTOR's office, reviewing plans that are initially found to be incomplete and for the transmitting of plans back to the jurisdiction. The minimum fee for any proposed project plan review shall be one hundred dollars ($100.00). B. Compensation for work performed under Section 2(H) and 2(I) shall be at the rate of $75.00 per hour. The method of calculating compensation for each such plan reviewed shall be as agreed to by the Chief Building Official and CONTRACTOR. Payment will be made monthly upon receipt by PROJECT MANAGER of itemized invoices submitted by CONTRACTOR. Total compensation through the term of this agreement shall not exceed $102,000, unless extended as provided for in Section 5. TERM OF AGREEMENT. The term of this Agreement shall be for one (1) year commencing on January 1, 2006 and ending on January 1, 2007. Upon mutual agreement of the parties, and subject to the approval of the CITY Manager, the term of this Agreement shall be extended for an additional period of 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 CONTRACTOR and any and all of CONTRACTOR'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. 7. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONTRACTOR 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. 8. INSPECTION AND AUDIT. Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONTRACTOR in connection with its performance of its duties under this Agreement. CONTRACTOR 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. 4 A. During the term of this Agreement, CONTRACTOR shall maintain, at no expense to CITY, the following insurance policies: 1. A comprehensive general liability insurance policy in the minimum amount of one million ($1,000,000) dollars per occurrence 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 ($1,000,000) dollars 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 ($1,000,000) dollars to cover any claims arising out of the CONTRACTOR's performance of services under this Agreement. B. The insurance coverage required of the CONTRACTOR by section 11. A., shall also meet the following requirements: 1. The insurance shall be primary with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or coverage for any contribution; 2. Except for professional liability insurance, the insurance policies shall be endorsed for contractual liability and personal injury; 3. Except for professional liability insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additionally named insureds under the policies. 4. CONTRACTOR shall provide to CITY's Risk Manager, (a) Certificates of Insurance evidencing the insurance coverage required herein, and (b) specific endorsements naming CITY, its officers, agents, employees, and volunteers, as additional named insureds under the policies. 5. The insurance policies shall provide that the insurance carrier shall not cancel, terminate or otherwise modify the terms and conditions of said insurance policies except upon thirty (30) days written notice to CITY's Risk Manager. 6. If the 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; 7. The insurance policies shall provide for a retroactive date of placement coinciding with the effective date of this Agreement; 8. The insurance shall be approved as to form and sufficiency by PROJECT MANAGER and the CITY Attorney. C. If it employs any person, CONTRACTOR shall maintain worker's compensation and employer's liability insurance, as required by the State Labor Code and other applicable laws and regulations, and as necessary to protect both CONTRACTOR and CITY against all liability for injuries to CONTRACTOR's officers and employees. D. Any deductibles or self-insured retentions in CONTRACTOR's insurance policies must be declared to and approved by the CITY's Risk Manager and the CITY Attorney. At CITY's option, the deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. 11. INDEMNIFICATION. CONTRACTOR shall indemnify, release, defend and hold harmless CITY, its officers, agents, employees, and volunteers, against any claim, demand, suit, judgment, loss, liability or expense of any kind, including attorney's fees and administrative costs, arising out of or resulting in any way, in whole or in part, from any acts or omissions, intentional or negligent, of CONTRACTOR or CONTRACTOR'S officers, agents and employees in the performance of their duties and obligations under this Agreement. 12. NONDISCRIMINATION. CONTRACTOR 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. CONTRACTOR 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. CONTRACTOR shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONTRACTOR 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 CONTRACTOR 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: Thomas Ahrens Chief Building Official City of San Rafael 1400 Fifth Ave. (P.O. Box 151560) San Rafael, CA 94915-1560 or, as applicable: City Risk Manager City Of San Rafael 1400 Fifth Avenue (P.O. Box 151560) San Rafael, CA 94915-1560 TO CONTRACTOR: Douglas Rider CSG Consultants, Inc. 1700 South Amphlett Blvd. San Mateo, CA 94402 16. INDEPENDENT CONTRACTOR. For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers, agents and employees shall act in the capacity of an Independent CONTRACTOR, and not as employees of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of CONTRACTOR, 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 CONTRACTOR 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 CONTRACTOR 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. CONTRACTOR agrees that CITY may deduct from any payment due to CONTRACTOR under this Agreement, any monies which CONTRACTOR 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 of this 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. CONTRACTOR shall pay any and all state and federal taxes and any other applicable taxes. CONTRACTOR's taxpayer identification number is 91-205374, and CONTRACTOR certifies under penalty of perjury that said taxpayer identification number is correct. 22. APPLICABLE LAW. The laws of the State of California shall govern this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. e CITY OF SAN RAFAEL KEN N�IOFF, Interimoi Manager ATTEST: .'. J ANNE M. LEONC-M, CITY Clerk GARY T. GHIAl�fl, CITY Attorney CONTRACTOR - CSG CONSULTING, INC. By: Title: T11 p ) Dra,,.i`T (Revised 6/99) cirYOF n . Prepared by CSG Consultants, Inc. November 15, 2005 1700 South Amphlett Blvd, Third Floor, San Mateo, CA 94402 phone (650) 522-2500 1 fax (650( 522-2599 1 www.csgwebsite.com November 15, 2005 Mr. Thomas Ahrens, Chief Building Official City of San Rafael 1400 5th Avenue San Rafael, CA 94901 RE: Per Conversation with Douglas Rider: CSG Company Profile for Plan Checking Services Dear Thomas, Please accept the enclosed profile for your review. CSG has been providing plan check services for 15 years. We understand that you want qualified personnel, a timely response, and fair prices. Our unique blend of plan check, building inspection, and permit technician services enables us to readily identify superior solutions including innovative and well -proven techniques. CSG meets jurisdictional requirements by delivering cost-effective and efficient services tailored to meet your needs. CSG has no conflict of interest that precludes us from serving the City of San Rafael. We are particularly excited to offer our web -based Plan Check process. This development is of- fered at no additional cost to you or to your customers. It allows the City or an applicant (with the City's pre -approval) to go online and ascertain the status of a submittal, communicate directly with the assigned plan checker via email, download comments or approved transmittals, and view a scanned copy of the plan. Please have a look at our webpage, located at: CSGwebsite.com. We are prepared to commit our professional resources and services to the City of San Rafael, and look forward to discussing this further. Should you have any questions please contact me toll-free at (888) 794-2016. Sincerely, Douglas Rider Building Division Regional Manager 1700 South Amphlett Boulevard. V Floor, San Mateo, CA 94402 Phone: 650-522-2500; Fax: 650-522-2599 Email: csgstaff@csgengr.com; Online at www.csgwebsite.com INTRODUCTION We are a multi -disciplinary, municipal consulting firm providing professional Building, Fire and Life Safety, Public Works, Engineering, and Planning services to public agencies. CSG's services include building and fire plan review and inspection, engineering design, surveying, construction management, staff augmentation, and professional planning. We provide a variety of these services to over 60 jurisdictions and governmental agencies. CSG strives to provide the highest quality of service to our clients, made up primarily of municipal agencies within California. CSG Consultants, Inc. is a California Corporation founded in 1991. Our principle focus is to provide excellent service and to develop and maintain client satisfaction. We believe that our success is re- lated to our pervasive commitment to building long-term relationships with our clients and providing a product that not only promotes but also generates and builds value in each community we serve. In addition to the services already mentioned, we provide multi -disciplinary project and construc- tion management for local agencies with an uncommon dedication to client service. Our objective is to help our clients achieve the results they desire, within budget, on time, and with an emphasis on community feedback, safety and quality of work. Our extraordinary expansion during the past four years is one indicator of our success. We have nearly 100 talented engineers, inspectors, planners, construction managers, information system technicians, estimators, architects, and community development specialists. CSG wants to be a resource for the City of San Rafael, offering our professional services and background in public service to help the City realize its goals. CSG Consultants serves as an owner's representative, managing and coordinating work to optimize efficiency and minimize potential stakeholder conflict, to achieve successful project completion. City of San Rafael I i OUR EXPERIENCE CSG is uniquely qualified to provide professional plan review services to the City of San Rafael. Our staff includes plan check and structural engineers, inspectors, and counter technicians who not only possess the necessary training and certifications in their specific practices, many have spent their professional careers in public service as building officials, inspectors, and development review/ counter technicians. All of our clients are public agencies, thus eliminating any concern of conflict of interest. Client references have been listed in this proposal. This represents a small part of our experience serving Planning and Community Development Departments throughout California. Our goal is to act as a representative of the cities and public agencies that we serve, providing respon- sive customer service to your clientele. CSG has successfully provided professional building services to departments such as yours, meet- ing the needs of our clients and the development community. When a complicated or cumbersome plan necessitates additional expertise for proper review, we do so at no additional cost to your City. Through learning, understanding, and serving your community, we can ensure that San Rafael's best interests are always protected. We are committed to the timely and cost-effective review and delivery of plans and documents outlined herein. The needs of most jurisdictions involve: • A smooth transition of contract personnel into current operations • High quality professional and technical services • Time -critical turnaround for plan review and projects • Simple solutions to everyday challenges • Follow-up support for difficult and complex projects We have proven methods to schedule effective staffing and professional services, whatever the need: management; plan review; inspection and/or counter services. CSG has developed a pro- prietary tracking system. You may also see a sample of CSG's Web -Based Plan Check through the screen captures attached in the appendix. Our website allows clients and their customers to access a plan and to determine: the date it was logged in, the date and to whom it was assigned for plan check, the number of times it has been submitted, and the status of the plan. Where ap- plicable, the program allows you to download a copy of the comments and correction list and the approved transmittal via Microsoft Word format. In addition to this, each of the plans and related documents are scanned daily upon being received at our office, allowing you and your staff to view this documentation online. CSG is experienced in the development review process. We understand how important it is for individual departments to work together to lead a successful project. Our philosophy is to work closely with all departments, divisions and agencies to eliminate redundancy and to increase effi- ciency. We understand the difficulties in interpreting code standards, and we take pride in providing solutions for your constituents. City of San Rafael 12 BUILDING PLAN REVIEW SERVICES Plan Review Comments All plan review comments are formatted to your City's established correction list template(s). If such a template does not exist, we can assist with the creation of this document. Any standard forms established by the City (i.e. request for alternate materials or methods, request for hardship exemp- tion) will be incorporated into correction comments. In addition, at the City's discretion, CSG will train City staff to implement electronic plan review and the use of our webpage to access and trans- fer plan review comments to applicants. We recognize the value of pre -design and pre -construction meetings and consultations with pro- spective applicants and can provide this service as well. Our experience suggests that our involve- ment early in the design process yields benefits in the long term. CSG feels it is necessary that we be involved in development review meetings for projects submitted to the planning review process. Utilizing this method, commercial projects can be completed months sooner, thus providing earlier revenues to businesses and the City alike. Availability Our plan checkers and engineers are available for applicant inquiries or conferences. For your con- venience, we are also available to meet with City staff, architects and applicants at City Hall. Web conferencing, fax, and conference calls are all options for off-site staff. Plan Pickup and Delivery CSG will coordinate the pickup and return of all plans sent to our office for review. We have found this to be the most efficient way to ensure security and prompt service, considering the City's pri- vacy and timeline requirements. Project Timeline We are very proud of our ability to achieve quality plan review while maintaining consistently supe- rior turnaround times. We perform virtually every plan review within the following time line: Project Type Single Family Dwellings/ Additions/ Remodels Tenant Improvements/ Commercial Projects Single Family Subdivisions Multi -Family Apartments/ Condominiums Not Longer Than Typical Recheck 10 7 5 10 10 5 10 10 5 15 15 5 While we welcome highly complex projects, turnaround times may vary. Extraordinarily complex projects, will immediately be brought to the attention of your Building Official or appointed contact. When necessary, on larger projects, a foundation -only permit may be considered for approval to assist with fast -tracking. If requested, we can assemble a team of professionals to ensure timely review for complex or sensitive projects. City of San Rafael 13 Plan Tracking Log CSG can maintain the log of all plans sent for review and communicate actions and status by fax, as re- quested. As an alternative, City of San Rafael staff may utilize our proprietary web -based tracking system. Attached as an exhibit are screen prints from our website. Accelerated Plan Review In most cases, CSG completes initial plan review in fewer than ten working days and five days for rechecks. Some plans may require expedited plan review. At your request, we will perform plan review services within an accelerated time frame negotiated on behalf of the applicant and the City's Chief Building Official. Accelerated plan review will require an additional fee to be agreed upon by the applicant and CSG. Our proposed fee to the City will remain the same. Optional Plan Check Services CSG offers services by registered civil engineers who are experienced in municipal agencies to perform plan check and peer review of geotechnical reports, grading and drainage plans, and related hydrology studies. City of San Rafael 14 BUILDING DIVISION STANDARD FEE SCHEDULE CSG Consultants, Inc. is able to provide the professional building department staffing and profes- sional adjunct services described herein, to the City of San Rafael pursuant to the terms of a finalized agreement. The City of San Rafael will be invoiced the first of each month, following the previous month's services, at the rates proposed listed below: Professional Services Building Plan Review Structural Plan Review Accelerated Plan Review Repeat Plans Supplemental Plan Review (Hourly) CSG does not charge additional fees for: 65% of City -established plan review fees ($100 minimum charge) 50% of City -established plan review fees TBD 15% of City -established plan review fees (for each duplicate after initial plan for each phase or model billed at the regular rate) $75.00 per hour • Resubmittal of a plan, provided no alterations or modifications to the structure are made. • Plan Review of system drawings for compliance with applicable plumbing, mechanical or electrical codes. • Review for compliance with State energy and disabled access regulations if plans were a part of the original application. • Pick-up and delivery of plans from your office and ours. • Should the scope of work change or circumstances develop which necessitate special handling, we will notify the City prior to proceeding. City of San Rafael 1 5 ACORD CERTIFICATE OF LIABILITY INSURANCE OP CSGCO-1 12/14/05 ID A DATE(MMIDOIYYY5) PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF I FORMATION Pleasanton Valley Insurance ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Lic #OB07066 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR i S' t 200 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. o-02 Owens Dr ve, ui e 1;easanton CA 94588 :bne:925-462-2111 Fax:925-462-2113 INSURED' INSURERS AFFORDING COVERAGE NAIC # INSURER A: National, Liability & Fire (� INSURERS: CSG Consultants Inc. INSURER C: 1700 South Amhlett Blvd 3rdFL INSURER D: San Mateo CA 34402 INSURER E: 'COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN 15 SUBJECT TO ALL THE TERMS. EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. NaK NUU'L POLICY NUMBER PULiI.'Y EF•FEL:IIVt POLIUV EAVIRAIIUN LTR ,NSRI TYPE OF INSURANCE DATE (MMIDD/YYI DATE (MMIDD/YY) LIMITS GENERAL LIABILITY EACH OCCURRENCE 5 COMMERCIAL GENERAL LIABILITY UAMAUh 1 U KCN I W PREMISES (Ea occurence) 5 CLAIMS MADE F-1 OCCUR MED EXP (Any one person) S PERSONAL 6 ADV INJURY $ GENERAL AGGREGATE $ u ;• GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG S 77 POLICY n JECT I I LOC •AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT S ANY AUTO (Ea accident) ALL OWNED AUTOS BODILY INJURY $ (Per person) SCHEDULED AUTOS r HIRED AUTOS BODILY INJURY 5 (Per accident) NON -OWNED AUTOS PROPERTY DAMAGE S (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT S ANY AUTO OTHER THAN EA ACC S AUTO ONLY: AGG $ EXCESSIUMBRELLA LIABILITY EACH OCCURRENCE S IOCCUR EICLAIMS MADE I AGGREGATE S S DEDUCTIBLE i $ RETENTION $ I $ WORKERS COMPENSATION AND X I TORY LIMITS I I UER ! ' I EMPLOYERS' LIABILITY A- 0100016978-051 12/04/05 12/04/06 E.L. EACH ACCIDENT $1,000,000 -ANY PROPRIETOR/PARTNER/EXECUTIVE r'OFFICER/MEMBER EXCLUDED? I E.L. DISEASE - EA EMPLOYEE $1,000,000 ' j 11 yes, describe under I SPECIAL PROVISIONS below E.L. DISEASE •POLICY LIMIT $1,000,000 OTHER av DESCRIPTION OF OPERATIONS /LOCATIONS I VEHICLES/ EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PRO ASIONS w *10 days notice for non-payment of premium* Blanket waiver of subrogation applies. CERTIFICATE HOLDER , Thomas Ahrens, Chief Building Official, City of San Rafael 1400 Fith Ave. P.O. Box 151560 San Rafael CA 94915-1560 1. I•ACORD 25 (2001/08) i CANCELLATION CITYSAN SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30* DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. A0ED REPRESENTATIVE '12 n © ACORD CORPORATION 1988 Client#: 51194 CSGCONS LIABILITY INSURANCE ACORD, CERTIFICATE OF GARAGE LIABILITY 1210910513 PRODUCER OTHER THAN EA ACC S THIS CERTIFICATE IS ISSUED AS A MATTER F INFORMATION HRH Professional Practice EACH OCCURRENCE $1.000.000 ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE I I AGGREGATE $1,000.000 HOLDER, THIS CERTIFICATE DOES NOT AMEND, EXTEND OR Insurance Brokers, Inc. $ ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 265 Bullard, #101 WORKERS COMPENSATION AND Fresno, CA 93704-1706 INSURERS AFFORDING COVERAGE INSURED INSURER A: United States Fidelity & Guaranty Co CSG Consultants, Inc INSURER B: Ace American Insurance Company 1700 S. Amphlett Blvd, 3rd Floor INSURER c: Fidelity and Guaranty Insurance Comp San Mateo, CA 94402-2527 I INSURER D: 1 INSURER E. COVERAGES RE: Consulting Services for the City of San Rafael THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE POLICY NUMBER POLICYEFFECTIVE POLICY EXPIRATION DATE NAM/DD/YYI DATE IMM/OD/WI LIMITS A GENERAL LIABILITY BK02164407 12104105 12%04106 EACH OCCURRENCE $1.000,000 X COMMERCIAL GENERAL LIABILITY I FIRE DAMAGE (Any ane fire) $500.000 CLAIMS MADE O OCCUR I MED EXP (Any one person) $10.000 PERSONAL 6 ADV INJURY $1.000,000 GENERAL AGGREGATE 52.000.000 GEN'L AGGR EGATELIM R APPLIES PER: PRODUCTS-COMP/OPAGG $2.000.000 POLICY JFCO.T F-1 LOC C AU'OMOBILE LIABILITY BA02171833 12/04105 12104/06 COMBINED SINGLE LIMIT x1,000,000 X ANY AUTO (Ea accident) _ ALL OWNED AUTOS BODILY INJURY S SCHEDULED AUTOS (Per person) X HIRED AUTOS BODILY INJURY $ X NON -OWNED AUTOS (Per accident) CERTIFICATE HOLDER I I ADD RIONAL INSURED; INSURER LETTER: ___ City of San Rafael Attn: Tom Ahrens, Chief Building Official Community Development Department 1400 Fifth Avenue I San Rafael. CA 94901 ACORD 25-S (7197)1 of 2 #S342586/M341762 CANCELLATION TPn Day Notice for Non -Payment of Premium SHOULD ANYOF TH EABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, THE ISSUING INSURER WIkXtS'9=)MX TOMAIL3D_ ._DAYSWRITTEN NOTICETOTHE CERTIFICATE HOLDER NAMED TOTHE LEFT.0(S(xXK0XX]o0000*Mk 711ia06EltlO0AEmI0DOtae7CARX1l71R.:.. . v, i .. a ... .... .. .:, JIRROQHmC00SOROICDWOBC Ieee>orseal[xArelml AUTHORRED!rWIVE �j� MXM o ACORD CORPORATION 1986 PROPERTY DAMAGE S (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT S ANY AUTO OTHER THAN EA ACC S AUTO ONLY: AGO $ A EXCESS LIABILITY BK02164407 12/04105 12104106 EACH OCCURRENCE $1.000.000 x OCCUR EI CLAIMS MADE I AGGREGATE $1,000.000 $ DEDUCTIBLE $ RETENTION $ $ WORKERS COMPENSATION AND WC STATU- IOTH- ITS ER EMPLOYERS' LIABILITY E.L EACH ACCIDENT $ E.L. DISEASE -EA EMPLOYEE $ E.L. DISEASE -POLICY LIMIT S B OTHER Professional G21680072001 12104105 12104106 $1,000,000 Per Claim $2,000,000 Aggregate DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESIEXCLUBIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS RE: Consulting Services for the City of San Rafael 10 days notice for cancellation for non-payment of premium. The City of San Rafael, Its Officers, Agents, Employees and Volunteers are named Additional Insureds with respect to General Liability, CERTIFICATE HOLDER I I ADD RIONAL INSURED; INSURER LETTER: ___ City of San Rafael Attn: Tom Ahrens, Chief Building Official Community Development Department 1400 Fifth Avenue I San Rafael. CA 94901 ACORD 25-S (7197)1 of 2 #S342586/M341762 CANCELLATION TPn Day Notice for Non -Payment of Premium SHOULD ANYOF TH EABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, THE ISSUING INSURER WIkXtS'9=)MX TOMAIL3D_ ._DAYSWRITTEN NOTICETOTHE CERTIFICATE HOLDER NAMED TOTHE LEFT.0(S(xXK0XX]o0000*Mk 711ia06EltlO0AEmI0DOtae7CARX1l71R.:.. . v, i .. a ... .... .. .:, JIRROQHmC00SOROICDWOBC Ieee>orseal[xArelml AUTHORRED!rWIVE �j� MXM o ACORD CORPORATION 1986 IMPORTANT If the certificate holder Is an ADDITIONAL INSURED, the pollcy(les) must be endorsed. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing Insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD25S(7197)2 of 2 #S3425B6/M341762 INSURED: CSG Consultants, Inc. POLICY NUMBER: BK02164407 POLICY PERIOD: 12/04/05 to 12/04/06 ADDITIONAL INSURED: The City of San Rafael, Its Officers, Agents, Employees and Volunteers Liability Coverage Enhancement — Architects And Engineers ENDORSEMENT THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: LIABILITY COVERAGE PART. 1. The following is added to paragraph 2 of SECTION II —WHO IS AN INSURED: I. If you are required to add another person or organization as an insured under this policy by a written contract or agreement which is in effect during the policy period, that person or organization Is an Insured. Such person or organization Is referred to in this Coverage Part as an Additional Insured. However, such person or organization is not an insured with respect to any: (1) "Property damage "to: (a) Property owned, occupied or used by the Additional Insured; (b) Property rented, leased or loaned to, in the care, custody or control of, or over which physical control Is being exercised for any purpose by the Additional Insured; or (c) "Your work" performed for the Additional Insured; (2) "Bodily Injury", "property damage", "personal United States Fidelity & Guaranty Co. (4) "Bodily Injury", "property damage", "personal Injury" or "advertising Injury arising out of any architect's, engineer's or surveyor's rendering of, or failure to render, any professional services, when such person or organization Is an architect, engineer, or surveyor. 2. The following Is added prior to the final paragraph of SECTION II — WHO IS AN INSURED: You are an Insured for your participation in any past or present "unnamed joint venture". However, you are not an Insured If the "unnamed joint venture has: a. Direct employees; or b.Owns, rents, or leases any real or personal property. No other member or partner, or their spouses, of any past or present "unnamed joint venture" is an insured. This insurance Is excess over any "other Insurance" available to you for your participation in any past or present "unnamed joint venture". Injury', "advertising injury" which is not 3. The final paragraph of SECTION II — WHO IS AN caused in whole or in part by the negligent acts INSURED is replaced by the following: or omissions of any Named Insured, or the negligent acts or omissions of anyone directly or No person or organization Is an Insured with indirectly employed by a Named Insured or for respect to the conduct of any current or past whose acts a Named Insured may be liable; partnership, joint venture (except "unnamed join venture") or limited liability company this Is not shown as a Named Insured in the Declarations. (3) "Bodily injury", "property damage", "personal injury", or "advertising injury for which such person or organization has assumed liability in a contract or agreement, except for liability for 4. Paragraph 2 of SECTION III — LIMITS OF damages that such person or organization would LIABILITY is replaced by the following: have in absence of the contract or agreement; or (2). The General Aggregate Limit is that most we will pay at each of "your premises" listed In the Schedule of Premises and is the most we wil I pay at each of "your projects" for the sum of: CUBF 26 09 00 03 Includes copyrighted materlal of Insurance Services Office vdth Its permission. Page I of 2 Copyright, Insurance Services Offices, Inc., 2091 a. Damages under Section I. A. except damages because of "bodily injury" and "property damage" included in the "products completed operations hazard" and damage to premises rented to you or temporarily occupied by you with permission of the owner; and b. Medical payments under SECTION 1. B. 5. The following is added to SECTION IV - CONDITIONS, 5. Other Insurance, a. Primary Insurance; In addition, this insurance will be considered primary to, and non-contributory with, "other insurance" issued directly to a person or organization added as an additional insured under SECTION II. 2. I., if you specifically agree, in that written contractor agreement, that this Insurance must be primary to, and non- contributory with, such "other insurance". This insurance will then be applied as primary insurance for damages for "bodily injury", "property damage", "personal injury" or "advertising injury" to which this Insurance applies and that are incurred by such person or organization, and we will not share those damages with such "other insurance". 6. The following is added to SECTION IV — CONDITIONS, B. Transfer Of Rights Of Recovery Against Others To Us. We waive any right of recovery we may have against any person or organization added under SECTION II. 2.1., for payments we make because of injury or damage arising out of "your work" under the written contract or agreement with such person or organization, provided that the injury or damage occurs subsequent to the execution of that written contract or agreement. 7. The following are added to SECTION V — DEFINITIONS: "Unnamed joint venture" means any joint venture In which you are a member or partner where: a. Each and every one of your co -ventures in that joint venture is an architectural, engineering or surveying firm; and b. That joint venture is not named in the Liability Coverage Part Declarations. "Your premises" means any premises, site or location that you own or rent or lease from others. "Your project" Means any premises, site or location at, on, or in which "your work" Is not yet completed; and a. Means any premises, site or location at, on, or in which "your work" is not yet completed; and b. Does not include "your premises" or any location listed In the Schedule of Premises, All other terms of your policy remain the same. CV6i 26 09 06 03 Includes copyrighted material of Insurance Services office with Its permission. Page 2 of 2 Copyright, Insurance Services Offices, Inc„ 2001