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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)
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PERSONAL 6 ADV INJURY
$
GENERAL AGGREGATE
$
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;• GEN'L AGGREGATE LIMIT APPLIES PER:
PRODUCTS - COMP/OP AGG
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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