HomeMy WebLinkAboutCA DEPT TRANSPORTATION 17 - 2006A-2006-017
District Agreement No. 530
12-0RA-55-PM 6.8/7.2
Route 55 at MacArthur Blvd.
12-216-OH251K
District Agreement No. 12-530
COOPERATIVE AGREEMENT
THIS AGREEMENT, ENTERED INTO EFFECTIVE ON fpr' L ;� , 2006, is between the
STATE OF CALIFORNIA, acting by and through its Department of Transportation, referred
to herein as "STATE"; and
CITY OF SANTA ANA, a body politic and a municipal
corporation (chartered City) of the State of California, referred to
herein as CITY.
Revised June 27, 2005 edition
District Agreement No. 530
RECITALS
1. STATE and CITY, pursuant to Streets and Highways Code sections 114 and 130, are
authorized to enter into a Cooperative Agreement for improvements to State highways
within CITY's jurisdiction.
2. CITY desires State Highway improvement consisting of replacement planting on
Route 55 at MacArthur Blvd., referred to herein as "PROJECT", and is willing to fund
one hundred percent (100%) of all capital outlay and support costs for PROJECT. The
total PROJECT cost is estimated to be $805,800 as shown on Exhibit A, attached
hereto and made a part of this Agreement.
CITY desires and has requested STATE to perform all necessary preliminary
engineering, including environmental documentation (PA&ED), Plans, Specifications,
and Estimates (PS&E), including utility identification and location, and to advertise,
award, and administer the construction contract, including a Resident Engineer and
such other construction related engineering, inspection and testing as may be required
for satisfactory completion of PROJECT, referred to herein as "SERVICES."
4. The parties now define hereinbelow the terms and conditions under which PROJECT
is to be developed, designed, constructed, financed, owned, operated, and maintained.
SECTION I
STATE AGREES:
1. To provide SERVICES at CITY's expense
2. To submit a billing in the amount of $110,000 to CITY immediately following
execution of this Agreement. Said billing shall represent the total estimated cost of
preparation of the PROJECT PA&ED and PS&E.
3. To submit an initial billing in the amount of $115,000 to CITY fifteen (15) days prior
to STATE's bid advertising date of a construction contract for PROJECT. Said billing
shall represent the total estimated cost of STATE's SERVICES for estimated cost of
construction engineering ($70,000) and for one (1) month estimated construction
capital cost ($45,000) for PROJECT.
4. Thereafter, to prepare and submit to CITY monthly billing statements for estimated
expenditures for construction capital one (1) month in advance as construction of
PROJECT proceeds.
5. To provide CITY quarterly reports of actual expenditures compared to the monthly
advances made by CITY and to provide updated planned reimbursement schedules.
The payment amounts may be revised based on updated planned expenditure
schedules. STATE will monitor the actual versus the planned expenditures monthly to
assure that CITY's payments pursuant to Section II will always be sufficient.
Revised June 27, 2005 edition
District Agreement No. 530
6. To submit a monthly construction progress report to CITY which describes the work
performed and completed during the reporting period with pertinent contract data such
as change orders issued, cumulative costs of change orders, progress payments made
(reported in dollars), and percentage progress achieved to date, all in accordance with
STATE's standard accounting practices.
7. To allow on the site of PROJECT, at no cost to STATE, a field site representative of
CITY, who is a qualified licensed civil engineer in the State of California, to represent
CITY during the construction of PROJECT
8. To consult with CITY on all change orders for PROJECT with an estimated cost over
$50,000 before implementation except when the safety of motorists and/or pedestrians
or the protection of property requires the immediate issuance of that change order.
9. Upon completion of PROJECT and all work incidental thereto, to furnish CITY with a
detailed statement of the total actual costs of construction and SERVICES for
PROJECT, including the costs of any claims related to the construction contract which
have been allowed to the construction contractor pursuant to the construction contract
administrative claims process or arbitration and all claims -related defense costs
incurred by STATE. STATE thereafter shall refund to CITY promptly after
completion of STATE's final accounting of costs for PROJECT any amount of CITY's
payments STATE remaining after actual costs to be borne by CITY have been
deducted or STATE shall invoice CITY for any additional amounts required to
complete CITY's financial obligations assumed pursuant to this Agreement.
SECTION II
CITY AGREES:
1. To bear one hundred percent (100%) of the total actual PROJECT capital construction
costs, estimated to be $625,800, including the cost of materials furnished by STATE,
COZEEP (construction zone enhancement enforcement program), supplemental work,
change orders, claims related to the construction contract paid to the construction
contractor, including those paid as a result of STATE's administrative claims process
and/or as an award in arbitration, and the cost of STATE's defense of all PROJECT -
related claims which may be filed by said contractor. The actual construction costs of
PROJECT shall be determined only after completion of all work, the closure of all
claims, and upon final accounting of all costs for PROJECT.
2. To bear one hundred percent (100%) of the actual SERVICES costs, estimated to be
$180,000. Said PROJECT support costs shall include costs of providing personnel
resources and their equipment and all direct and indirect costs (functional and
administrative overhead assessment) attributable to PROJECT support applied in
accordance with STATE's standard accounting practices and procedures,. The actual
cost of SERVICES shall be determined only after completion of all work, the closure
of all claims, and upon final accounting of all costs for PROJECT.
Revised June 27, 2005 edition 3
District Agreement No. 530
3. To deposit with STATE within twenty-five (25) days of receipt of billing therefore,
the amount of $110,000, which figure represents CITY's share of the total estimated
cost of the PROJECT PA&ED and PS&E.
4. To deposit with STATE within twenty (20) days of receipt of billing (which billing
will be forwarded fifteen (15) days prior to STATE's bid advertising date of a
construction contract for PROJECT), the amount of $115,000. Said figure represents
CITY's estimated initial deposit for one (1) month estimated construction capital cost
($45,000) and the total estimated cost of construction engineering ($70,000) required
to complete PROJECT.
To deposit with STATE not later than ten (10) working days preceding the beginning
of each month, the estimated expenditures for that month, and to continue making
such advance deposit on a monthly basis until completion of PROJECT construction.
6. CITY's initial total obligation for the costs of SERVICES is estimated to be $180,000.
This amount is subject to being increased to cover the costs of.
a.) additional utility protection, relocation, or removal as provided in Article 13 of
Section III of this Agreement,
b.) for remedy and/or remedial action of hazardous substance or contaminated sites,
c.) the protection of cultural, archaeological, paleontological, or other protected
materials as is provided for in Articles 14 and 15 of Section III of this Agreement.
Upon receipt of STATE's complete PROJECT accounting report and supplementary
invoice with supporting information, CITY will endeavor to notify STATE in writing
within seven (7) working days but in no event more than thirty (30) days, of those
charges with which CITY disagrees.
8. To make supplemental payments when required within twenty (20) calendar days after
receipt of invoice.
9. To pay STATE any amount over the aforementioned payments required to complete
CITY's financial obligation assumed pursuant to this Agreement after completion of
all work and within twenty-five (25) working days after receipt of a detailed statement
made upon final accounting of costs.
10. Upon execution of this Agreement, to certify that funds are budgeted for the total
PROJECT cost.
11. STATE's construction contract claims process will be used for all PROJECT related
claims by the construction contractor (with STATE acting as the lead agency in
consultation with CITY and CITY shall abide by the outcome of said process. In the
event that arbitration under the provisions of Public Contract Code section 10240 et
seq. results from that contract claims process, STATE will act as lead agency in said
arbitration unless otherwise mutually agreed to by STATE and CITY.
Revised June 27, 2005 edition 4
District Agreement No. 530
12. Upon completion of work under this Agreement, CITY will assume maintenance and
the expense thereof for any part of PROJECT located outside of the current State
highway right of way until acceptance of any such part of PROJECT into the State
highway system by STATE, approval by the Federal Highway Administration, if re-
quired, and conveyance of acceptable title to STATE.
SECTION III
IT IS MUTUALLY AGREED:
1. STATE's contractual obligations are subject to State Budget Act authority, the
appropriation of resources by the Legislature, and the allocation of funds by the
California Transportation Commission.
2. Should any portion of PROJECT be financed with Federal funds or State gas tax
funds, all applicable laws, rules, and policies relating to the use of such funds shall
apply notwithstanding any other provision of this Agreement to the contrary.
3. STATE's goal for the utilization of Disabled Veteran Business Enterprise (DVBE) will
be included in the construction contract for PROJECT. The contract goal will be
based on a technical analysis of contract items and certified DVBE subcontractors in
the area. STATE will award the construction contract to the lowest responsible bidder
who meets the goals or who made, in the sole judgment of STATE, a good faith effort
to do so.
4. STATE shall not advertise for bids for a contract to construct PROJECT until after
this Agreement is fully executed and CITY delivers to STATE control and/or
possession to any required new rights of way, free and clear of all encumbrances
detrimental to STATE's present and future uses at a time of CITY certification of
rights of way ready for construction. Acceptance of said title by STATE is subject to a
review of a Policy of Title Insurance in the name of the State of California to be
provided and paid by CITY.
5. Prior to advertising for bids for the construction contract for PROJECT, CITY may
terminate this Agreement in writing, provided that CITY pays STATE for all already
incurred and all unavoidable PROJECT costs related to termination of PROJECT
incurred by STATE under the terms of this Agreement.
6. If, upon opening of bids for the construction contract for PROJECT, the lowest
responsible bid is not more than ten percent (10%) over the Engineer's Estimate,
STATE and CITY may conduct a joint review of the bids immediately following
opening of bids and prior to submittal of STATE's District 12 letter of
recommendation to award to STATE's Office Engineer in Sacramento, if so requested
by CITY. After the joint review, and within the time allowed for award, STATE may
then award the construction contract for PROJECT.
Revised June 27, 2005 edition 5
District Agreement No. 530
7. If upon review of the aforementioned bids, CITY, by written notice to STATE's
District 12 Office, elects to not proceed with PROJECT, thereby causing STATE to
reject all bids, CITY agrees to pay STATE for all of STATE's already incurred and all
unavoidable costs related to termination of PROJECT incurred by STATE, including
all legal costs and damages resulting from rejection of all PROJECT bids.
8. If, upon opening of bids for the contract to construct PROJECT, it is found that the
lowest responsible bid exceeds the Engineer's Estimate by more than ten percent
(10%), STATE and CITY shall consult upon a course of action. If, after fifteen (15)
days, a course of action is not agreed upon, this Agreement shall be deemed to be
terminated by mutual consent pursuant to Article 10 of this Section III.
9. If termination of this Agreement is by mutual consent, CITY will bear one hundred
percent (100%) of all PROJECT -related costs incurred by STATE pursuant to this
Agreement.
10. After award of the construction contract for PROJECT, should CITY, after a request
by STATE, not fulfill its funding commitments, STATE shall ensure that all operating
roadways are in a safe and satisfactory permanent operating condition and then shall
cease work on PROJECT. Costs incurred by STATE pursuant to this Agreement in
excess of payment made by CITY will be billed to CITY and are subject to payment
by CITY within thirty (30) days.
11. During the construction of PROJECT, CITY may, at no cost to STATE, furnish a
representative, if it so desires. STATE's Resident Engineer and CITY's representative
shall cooperate and consult with each other, but the decision of STATE's Resident
Engineer shall be final. CITY's assigned representative shall have no direct contact
with STATE's contractor, the public, other local agencies, etc., without prior consent
of STATE's Resident Engineer. While said representative and STATE's Engineer will
cooperate and consult with each other, the decisions of STATE's Resident Engineer
shall prevail as final, binding and conclusive in all matters concerning the PROJECT
construction contract.
12. If unknown existing public and/or private utility facilities are discovered during
PROJECT construction, or if there is a significant change required in any approved
utility relocation plan, the provisions of STATE's current Standard Specifications
Section 8-1.10 (Utilities and Non -Highways Facilities) shall apply. STATE will make
all necessary arrangements with the owners of such facilities for the protection,
relocation, or removal of the discovered utility facilities in accordance with STATE's
policy and procedure for those facilities located within the limits of work providing for
the improvement to the State highway and in accordance with [Local Agency's] policy
for those facilities located outside of the limits of work for the improvement to the
State highway. The cost of the protection, relocation, or removal shall be apportioned
between the owner of the utility facility and CITY in accordance with STATE's policy
and procedure. STATE shall require any utility owner performing relocation work in
the State highway right of way to obtain an encroachment permit from STATE prior to
the performance of said relocation work. The requirements of the most current
Revised June 27, 2005 edition 6
District Agreement No. 530
version of STATE's "Policy on High and Low Risk Underground Facilities Within
Highway Rights of Way" shall be fully complied with. Any relocated or new facilities
shall be correctly shown and identified on the "As -Built" plans for PROJECT.
13. If cultural, archaeological, paleontological or other protected materials are
encountered during construction of PROJECT, STATE shall stop work in that area
until a qualified professional can evaluate the nature and significance of the find and a
plan is approved for the removal or protection of that material.
14. Any hazardous material or contamination of an HM -1 category found within the
existing State Highway right of way during construction requiring remedy or remedial
action (as defined in Division 20, Chapter 6.8 et seq. of the Health and Safety Code)
shall be the responsibility of STATE. Any hazardous material or contamination of an
HM -1 category found within the local road right of way during construction requiring
the same defined remedy or remedial action shall be the responsibility of CITY . For
the purpose of the Agreement, hazardous material of HM -1 category is defined as that
level or type of contamination which State or Federal regulatory control agencies
having jurisdiction have determined must be remediated by reason of its mere
discovery regardless of whether it is disturbed by PROJECT or not. STATE shall sign
the HM -1 manifest and pay all costs for remedy or remedial action within the existing
State Highway right of way, except that if STATE determines, in its sole judgment,
that STATE's cost for remedy or remedial action is increased as a result of proceeding
with construction of PROJECT, that additional cost identified by STATE shall be
borne by CITY. As between CITY and STATE, CITY shall sign the HM -1 manifest
and pay all costs for required remedy or remedial action within a local road or other
property. While STATE will exert every reasonable effort to fund the remedy or
remedial action for which STATE is responsible. In the event STATE is unable to
provide funding, CITY will have the option to either delay further construction of
PROJECT until STATE is able to provide funding or CITY may proceed with the
remedy or remedial action as a PROJECT expense without any subsequent
reimbursement by STATE.
15. Any remedy or remedial action with respect to any hazardous material or
contamination of an HM -2 category found both within and outside the existing State
highway right of way during construction shall be the responsibility of CITY, at
CITY's expense, as a consequence of proceeding with PROJECT construction. For the
purpose of this Agreement any hazardous material or contamination of HM -2 category
is defined as that level or type of contamination which said regulatory control agencies
would have allowed to remain in place if undisturbed or otherwise protected in place
had PROJECT not proceeded. CITY shall sign any HM -2 manifest if construction of
PROJECT proceeds and HM -2 material is removed in lieu of being treated in place.
16. If hazardous material or contamination of either HM -1 or HM -2 category is found
during construction on new right of way acquired by or on account of CITY for
PROJECT, CITY shall be responsible, at CITY's expense, for all required remedy or
remedial action and/or protection in the absence of a generator or prior property owner
willing and prepared to perform that corrective work.
Revised June 27, 2005 edition 7
District Agreement No. 530
17. Locations subject to remedy or remedial action and/or protection include utility
relocation work required for PROJECT. Costs for remedy and remedial action and/or
protection shall include, but not be limited to, the identification, treatment, protection,
removal, packaging, transportation, storage, and disposal of such material.
18. The party responsible for funding any hazardous material cleanup shall be responsible
for the development of the necessary remedy and/or remedial action plans and designs.
Remedial actions proposed by CITY on the State highway right of way shall be pre -
approved by STATE and shall be performed in accordance with STATE's standards
and practices and those standards mandated by the Federal and State regulatory
agencies.
19. Additional costs arising out of any or all of the situations described in Articles 13
through 18 above of this Section III shall be borne by CITY as part of the PROJECT
cost which CITY is entirely funding. STATE may be required to stop work on
PROJECT until additional funding is provided by CITY or the PROJECT site will be
restored to a condition of safe operation using then unexpended funds for PROJECT if
those additional funds are not made available for PROJECT.
20. Upon PROJECT completion and acceptance, subject to the approval of STATE,
STATE will operate and maintain those PROJECT facilities constructed within
STATE's right of way (excepting CITY encroachments) at STATE's cost.
21. Upon satisfactory completion of all PROJECT work under this Agreement, as
determined by STATE, actual ownership and title to materials, equipment, and
appurtenances installed within the State highway right of way will automatically be
vested in STATE, and materials, equipment, and appurtenances installed outside of the
State highway right of way will automatically be deemed to be under the control of
CITY or an appropriate third party as determined by CITY. No further agreement will
be necessary to transfer ownership as herein before stated.
22. Nothing in the provisions of this Agreement is intended to create duties or obligations
to or rights in third parties not parties to this Agreement or to affect the legal liability
of either party to the Agreement by imposing any standard of care with respect to the
development, design, construction, operation, and maintenance of State highways and
public facilities different from the standard of care imposed by law.
23. Neither STATE nor any officer or employee thereof is responsible for any injury,
damage or liability occurring by reason of anything done or omitted to be done CITY
under or in connection with any work, authority or jurisdiction arising under this
Agreement. It is understood and agreed that CITY shall fully defend, indemnify and
save harmless STATE and all its officers and employees from all claims suits, or
actions of every name, kind and description brought forth under, including, but not
limited to, tortuous, contractual, inverse condemnation and other theories or assertions
of liability occurring by reason of anything done or omitted to be done by CITY under
this Agreement.
Revised June 27, 2005 edition 8
District Agreement No. 530
24. Neither CITY nor any officer or employee thereof is responsible for any injury,
damage or liability occurring by reason of anything done or omitted to be done by
STATE under or in connection with any work, authority or jurisdiction arising under
this Agreement. It is understood and agreed that STATE shall fully defend, indemnify
and save CITY and all its officers and employees from all claims suits, or actions of
every name, kind and description brought forth under, including, but not limited to,
tortuous, contractual, inverse condemnation and other theories or assertions of liability
occurring by reason of anything done or omitted to be done by STATE under this
Agreement.
25. No alteration or variation of the terms of this Agreement shall be valid unless made in
writing and signed by the parties hereto and no oral understanding or agreement not
incorporated herein shall be binding on any of the parties hereto.
26. Those portions of this Agreement pertaining to the completion of PROJECT shall
terminate upon completion and acceptance of the construction contract for PROJECT
by CITY and the satisfactory completion of all post-
9�onscti n obligations of CITY,
with concurrence of STATE, or on/, 1fic11lVer is earlier in time.
However, the ownership, operation, maintenance, indemnification, and claims clauses
shall remain in effect until terminated or modified, in writing, by mutual agreement.
Should any construction -related or other claims arising out of PROJECT be asserted
against one of the parties, the parties agrees to extend the termination date of this
Agreement.
Revised June 27, 2005 edition 9
STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
WILL KEMPTON
Director of Transportation
as to form and procedure:
Attorney
Department of Transportation
Certified as to available funds:
District B dget Manager
for A?c4o BSc bev
Certified as to financial terms and
JX&tmet Rudget-Manager
, a i A*j, aru s
Revised June 27, 2005 edition 10
District Agreement No. 530
[sit"OWIYl�►f .V.W".
By: �Z4eec
City Manager
Attest
Clerk of the Council l 1
Approved as to form and procedure:
/ , /j
Fey ` � L
I hereby certify upon my own personal
Knowledge that budgeted funds are
available for the period and the purpose
of payments to STATE 5tdf"de din this
District Agreement No. 530
EXHIBIT A
COST ESTIMATE BREAKDOWN
Phase of Work
STATE
CITY
TOTAL
Capital Support
$0
$110,000
$110,000
PA & ED and PS&E
Construction Engineering
$0
$70,000
$70,000
Construction Capital
$0
$625,800
$625,800
TOTAL
$0
$805,800
$805,800
Revised June 27, 2005 edition 11
MAYOR
Miguel A. Pulido
MAYOR PRO TEM
Lisa Fist
COUNCIL MEMBERS
Claudia C. Alvarez
Carlos Bustamante
Alberta D. Christy
Mike Garcia
Jose Solorio
MEETING DATE:
CITY OF SANTA ANA
20 CIVIC CENTER PLAZA ^ P.O. BOX 1988
SANTA ANA, CALIFORNIA 92702
MINUTES EXCERPT
February 6, 2006
CITY MANAGER
David N, Ream
CITY ATTORNEY
Joseph W. Fletcher
CLERK OF THE COUNCIL
Patricia E. Healy
COUNCIL MEMBERS PRESENT: Alvarez, Bist, Bustamante, Christy, Garcia, Pulido,
Solorio (7)
ABSENT: None (0)
AGREEMENTS
255. AGMT 2006-017 - COOPERATIVE AGREEMENT FOR LANDSCAPING AT
STATE ROUTE 55 AND MACARTHUR BOULEVARD INTERCHANGE
(PROJECT NO. 06-1015) - With Caltrans in the amount of $805,800 — Public
Works Agency
Motion: Direct the City Attorney to prepare and authorize the City Manager and
Clerk of the Council to execute agreements. (Items 25.13, through 251.)
MOTION: Alvarez
VOTE: AYES:
STATE OF CALIFORNIA
COUNTY OF ORANGE
SECOND: Garcia
Alvarez, Bustamante, Pulido, Bist, Christy,
Garcia, Solorio (7)
NOES:
None (0)
ABSTAIN:
None (0)
ABSENT:
None (0)
I, PATRICIA E. HEALY, Clerk of the Council, of the City of Santa Ana, California, hereby
certify the foregoing to be a full, true and correct copy of the minute action and the
Ordinance on record in this office.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 7th day of March,
2006 %
Patricia E. Healy
Clerk of the Council
C4 196
A-2006-017
copyDistrict Agreement No. 530
12 -ORA -55 -PM 6.8/7.2
Route 5 at MacArthur Blvd.
0, 1,104 (.0vst-A44, 12-216-OH251K
C D • 61, 0 d,01 ' District Agreement No. 12-530
COOPERATIVE AGREEMENT
THIS AGREEMENT, ENTERED INTO EFFECTIVE ON 2006, is between the
STATE OF CALIFORNIA, acting by and through its Department of Transportation, referred
to herein as "STATE"; and
CITY OF SANTA ANA, a body politic and a municipal
corporation (chartered City) of the State of California, referred to
herein as CITY.
Revised June 27, 2005 edition
District Agreement No. 530
RECITALS
STATE and CITY, pursuant to Streets and Highways Code sections 114 and 130, are
authorized to enter into a Cooperative Agreement for improvements to State highways
within CITY's jurisdiction.
2. CITY desires State Highway improvement consisting of replacement planting on
Route 55 at MacArthur Blvd., referred to herein as 'PROJECT", and is willing to fund
one hundred percent (100%) of all capital outlay and support costs for PROJECT. The
total PROJECT cost is estimated to be $805,800 as shown on Exhibit A, attached
hereto and made a part of this Agreement.
3. CITY desires and has requested STATE to perform all necessary preliminary
engineering, including environmental documentation (PA&ED), Plans, Specifications,
and Estimates (PS&E), including utility identification and location, and to advertise,
award, and administer the construction contract, including a Resident Engineer and
such other construction related engineering, inspection and testing as may be required
for satisfactory completion of PROJECT, referred to herein as "SERVICES."
4. The parties now define hereinbelow the terms and conditions under which PROJECT
is to be developed, designed, constructed, financed, owned, operated, and maintained.
SECTION I
STATE AGREES:
L To provide SERVICES at CITY's expense
2. To submit a billing in the amount of $110,000 to CITY immediately following
execution of this Agreement. Said billing shall represent the total estimated cost of
preparation of the PROJECT PA&ED and PS&E.
3. To submit an initial billing in the amount of $115,000 to CITY fifteen (15) days prior
to STATE's bid advertising date of a construction contract for PROJECT. Said billing
shall represent the total estimated cost of STATE's SERVICES for estimated cost of
construction engineering ($70,000) and for one (1) month estimated construction
capital cost ($45,000) for PROJECT.
4. Thereafter, to prepare and submit to CITY monthly billing statements for estimated
expenditures for construction capital one (1) month in advance as construction of
PROJECT proceeds.
To provide CITY quarterly reports of actual expenditures compared to the monthly
advances made by CITY and to provide updated planned reimbursement schedules.
The payment amounts may be revised based on updated planned expenditure
schedules. STATE will monitor the actual versus the planned expenditures monthly to
assure that CITY's payments pursuant to Section II will always be sufficient.
Revised June 27, 2005 edition 2
District Agreement No. 530
6. To submit a monthly construction progress report to CITY which describes the work
performed and completed during the reporting period with pertinent contract data such
as change orders issued, cumulative costs of change orders, progress payments made
(reported in dollars), and percentage progress achieved to date, all in accordance with
STATE's standard accounting practices.
7. To allow on the site of PROJECT, at no cost to STATE, a field site representative of
CITY, who is a qualified licensed civil engineer in the State of California, to represent
CITY during the construction of PROJECT
8. To consult with CITY on all change orders for PROJECT with an estimated cost over
$50,000 before implementation except when the safety of motorists and/or pedestrians
or the protection of property requires the immediate issuance of that change order.
9. Upon completion of PROJECT and all work incidental thereto, to furnish CITY with a
detailed statement of the total actual costs of construction and SERVICES for
PROJECT, including the costs of any claims related to the construction contract which
have been allowed to the construction contractor pursuant to the construction contract
administrative claims process or arbitration and all claims -related defense costs
incurred by STATE. STATE thereafter shall refund to CITY promptly after
completion of STATE's final accounting of costs for PROJECT any amount of CITY's
payments STATE remaining after actual costs to be borne by CITY have been
deducted or STATE shall invoice CITY for any additional amounts required to
complete CITY's financial obligations assumed pursuant to this Agreement.
SECTION II
CITY AGREES:
1. To bear one hundred percent (100%) of the total actual PROJECT capital construction
costs, estimated to be $625,800, including the cost of materials furnished by STATE,
COZEEP (construction zone enhancement enforcement program), supplemental work,
change orders, claims related to the construction contract paid to the construction
contractor, including those paid as a result of STATE's administrative claims process
and/or as an award in arbitration, and the cost of STATE's defense of all PROJECT -
related claims which may be filed by said contractor. The actual construction costs of
PROJECT shall be determined only after completion of all work, the closure of all
claims, and upon final accounting of all costs for PROJECT.
2. To bear one hundred percent (100%) of the actual SERVICES costs, estimated to be
$180,000. Said PROJECT support costs shall include costs of providing personnel
resources and their equipment and all direct and indirect costs (functional and
administrative overhead assessment) attributable to PROJECT support applied in
accordance with STATE's standard accounting practices and procedures,. The actual
cost of SERVICES shall be determined only after completion of all work, the closure
of all claims, and upon final accounting of all costs for PROJECT.
Revised June 27, 2005 edition 3
District Agreement No. 530
To deposit with STATE within twenty-five (25) days of receipt of billing therefore,
the amount of $110,000, which figure represents CITY's share of the total estimated
cost of the PROJECT PA&ED and PS&E.
4. To deposit with STATE within twenty (20) days of receipt of billing (which billing
will be forwarded fifteen (15) days prior to STATE's bid advertising date of a
construction contract for PROJECT), the amount of $115,000. Said figure represents
CITY's estimated initial deposit for one (1) month estimated construction capital cost
($45,000) and the total estimated cost of construction engineering ($70,000) required
to complete PROJECT.
5. To deposit with STATE not later than ten (10) working days preceding the beginning
of each month, the estimated expenditures for that month, and to continue making
such advance deposit on a monthly basis until completion of PROJECT construction.
6. CITY's initial total obligation for the costs of SERVICES is estimated to be $180,000.
This amount is subject to being increased to cover the costs of:
a.) additional utility protection, relocation, or removal as provided in Article 13 of
Section III of this Agreement,
b.) for remedy and/or remedial action of hazardous substance or contaminated sites,
c.) the protection of cultural, archaeological, paleontological, or other protected
materials as is provided for in Articles 14 and 15 of Section III of this Agreement.
Upon receipt of STATE's complete PROJECT accounting report and supplementary
invoice with supporting information, CITY will endeavor to notify STATE in writing
within seven (7) working days but in no event more than thirty (30) days, of those
charges with which CITY disagrees.
8. To make supplemental payments when required within twenty (20) calendar days after
receipt of invoice.
9. To pay STATE any amount over the aforementioned payments required to complete
CITY's financial obligation assumed pursuant to this Agreement after completion of
all work and within twenty-five (25) working days after receipt of a detailed statement
made upon final accounting of costs.
10. Upon execution of this Agreement, to certify that funds are budgeted for the total
PROJECT cost.
11. STATE's construction contract claims process will be used for all PROJECT related
claims by the construction contractor (with STATE acting as the lead agency in
consultation with CITY and CITY shall abide by the outcome of said process. In the
event that arbitration under the provisions of Public Contract Code section 10240 et
seq. results from that contract claims process, STATE will act as lead agency in said
arbitration unless otherwise mutually agreed to by STATE and CITY.
Revised June 27. 2005 edition 4
District Agreement No. 530
12. Upon completion of work under this Agreement, CITY will assume maintenance and
the expense thereof for any part of PROJECT located outside of the current State
highway right of way until acceptance of any such part of PROJECT into the State
highway system by STATE, approval by the Federal Highway Administration, if re-
quired, and conveyance of acceptable title to STATE.
SECTION III
IT IS MUTUALLY AGREED:
1. STATE's contractual obligations are subject to State Budget Act authority, the
appropriation of resources by the Legislature, and the allocation of funds by the
California Transportation Commission.
2. Should any portion of PROJECT be financed with Federal funds or State gas tax
funds, all applicable laws, rules, and policies relating to the use of such funds shall
apply notwithstanding any other provision of this Agreement to the contrary.
3. STATE's goal for the utilization of Disabled Veteran Business Enterprise (DVBE) will
be included in the construction contract for PROJECT. The contract goal will be
based on a technical analysis of contract items and certified DVBE subcontractors in
the area. STATE will award the construction contract to the lowest responsible bidder
who meets the goals or who made, in the sole judgment of STATE, a good faith effort
to do so.
4. STATE shall not advertise for bids for a contract to construct PROJECT until after
this Agreement is fully executed and CITY delivers to STATE control and/or
possession to any required new rights of way, free and clear of all encumbrances
detrimental to STATE's present and future uses at a time of CITY certification of
rights of way ready for construction. Acceptance of said title by STATE is subject to a
review of a Policy of Title Insurance in the name of the State of California to be
provided and paid by CITY.
5. Prior to advertising for bids for the construction contract for PROJECT, CITY may
terminate this Agreement in writing, provided that CITY pays STATE for all already
incurred and all unavoidable PROJECT costs related to termination of PROJECT
incurred by STATE under the terms of this Agreement.
6. If, upon opening of bids for the construction contract for PROJECT, the lowest
responsible bid is not more than ten percent (10%) over the Engineer's Estimate,
STATE and CITY may conduct a joint review of the bids immediately following
opening of bids and prior to submittal of STATE's District 12 letter of
recommendation to award to STATE's Office Engineer in Sacramento, if so requested
by CITY. After the joint review, and within the time allowed for award, STATE may
then award the construction contract for PROJECT.
Revised June 27, 2005 edition 5
District Agreement No. 530
7. If upon review of the aforementioned bids, CITY, by written notice to STATE's
District 12 Office, elects to not proceed with PROJECT, thereby causing STATE to
reject all bids, CITY agrees to pay STATE for all of STATE's already incurred and all
unavoidable costs related to termination of PROJECT incurred by STATE, including
all legal costs and damages resulting from rejection of all PROJECT bids.
8. If, upon opening of bids for the contract to construct PROJECT, it is found that the
lowest responsible bid exceeds the Engineer's Estimate by more than ten percent
(10%), STATE and CITY shall consult upon a course of action. If, after fifteen (15)
days, a course of action is not agreed upon, this Agreement shall be deemed to be
terminated by mutual consent pursuant to Article 10 of this Section III.
9. If termination of this Agreement is by mutual consent, CITY will bear one hundred
percent (100%) of all PROJECT -related costs incurred by STATE pursuant to this
Agreement.
10. After award of the construction contract for PROJECT, should CITY, after a request
by STATE, not fulfill its funding commitments, STATE shall ensure that all operating
roadways are in a safe and satisfactory permanent operating condition and then shall
cease work on PROJECT. Costs incurred by STATE pursuant to this Agreement in
excess of payment made by CITY will be billed to CITY and are subject to payment
by CITY within thirty (30) days.
11. During the construction of PROJECT, CITY may, at no cost to STATE, famish a
representative, if it so desires. STATE's Resident Engineer and CITY's representative
shall cooperate and consult with each other, but the decision of STATE's Resident
Engineer shall be final. CITY's assigned representative shall have no direct contact
with STATE's contractor, the public, other local agencies, etc., without prior consent
of STATE's Resident Engineer. While said representative and STATE's Engineer will
cooperate and consult with each other, the decisions of STATE's Resident Engineer
shall prevail as final, binding and conclusive in all matters concerning the PROJECT
construction contract.
12. If unknown existing public and/or private utility facilities are discovered during
PROJECT construction, or if there is a significant change required in any approved
utility relocation plan, the provisions of STATE's current Standard Specifications
Section 8-1.10 (Utilities and Non -Highways Facilities) shall apply. STATE will make
all necessary arrangements with the owners of such facilities for the protection,
relocation, or removal of the discovered utility facilities in accordance with STATE's
policy and procedure for those facilities located within the limits of work providing for
the improvement to the State highway and in accordance with [Local Agency's] policy
for those facilities located outside of the limits of work for the improvement to the
State highway. The cost of the protection, relocation, or removal shall be apportioned
between the owner of the utility facility and CITY in accordance with STATE's policy
and procedure. STATE shall require any utility owner performing relocation work in
the State highway right of way to obtain an encroachment permit from STATE prior to
the performance of said relocation work. The requirements of the most current
Revised June 27, 2005 edition 6
District Agreement No. 530
version of STATE's "Policy on High and Low Risk Underground Facilities Within
Highway Rights of Way" shall be fully complied with. Any relocated or new facilities
shall be correctly shown and identified on the "As -Built" plans for PROJECT.
13. If cultural, archaeological, paleontological or other protected materials are
encountered during construction of PROJECT, STATE shall stop work in that area
until a qualified professional can evaluate the nature and significance of the find and a
plan is approved for the removal or protection of that material.
14. Any hazardous material or contamination of an HM -1 category found within the
existing State Highway right of way during construction requiring remedy or remedial
action (as defined in Division 20, Chapter 6.8 et seq. of the Health and Safety Code)
shall be the responsibility of STATE. Any hazardous material or contamination of an
HM -1 category found within the local road right of way during construction requiring
the same defined remedy or remedial action shall be the responsibility of CITY . For
the purpose of the Agreement, hazardous material of HM -1 category is defined as that
level or type of contamination which State or Federal regulatory control agencies
having jurisdiction have determined must be remediated by reason of its mere
discovery regardless of whether it is disturbed by PROJECT or not. STATE shall sign
the HM -1 manifest and pay all costs for remedy or remedial action within the existing
State Highway right of way, except that if STATE determines, in its sole judgment,
that STATE's cost for remedy or remedial action is increased as a result of proceeding
with construction of PROJECT, that additional cost identified by STATE shall be
borne by CITY. As between CITY and STATE, CITY shall sign the HM -1 manifest
and pay all costs for required remedy or remedial action within a local road or other
property. While STATE will exert every reasonable effort to fund the remedy or
remedial action for which STATE is responsible. In the event STATE is unable to
provide funding, CITY will have the option to either delay further construction of
PROJECT until STATE is able to provide funding or CITY may proceed with the
remedy or remedial action as a PROJECT expense without any subsequent
reimbursement by STATE.
15. Any remedy or remedial action with respect to any hazardous material or
contamination of an HM -2 category found both within and outside the existing State
highway right of way during construction shall be the responsibility of CITY, at
CITY's expense, as a consequence of proceeding with PROJECT construction. For the
purpose of this Agreement any hazardous material or contamination of HM -2 category
is defined as that level or type of contamination which said regulatory control agencies
would have allowed to remain in place if undisturbed or otherwise protected in place
had PROJECT not proceeded. CITY shall sign any HM -2 manifest if construction of
PROJECT proceeds and HM -2 material is removed in lieu of being treated in place.
16. If hazardous material or contamination of either HM -1 or HM -2 category is found
during construction on new right of way acquired by or on account of CITY for
PROJECT, CITY shall be responsible, at CITY's expense, for all required remedy or
remedial action and/or protection in the absence of a generator or prior property owner
willing and prepared to perform that corrective work.
Revised June 27, 2005 edition 7
District Agreement No. 530
17. Locations subject to remedy or remedial action and/or protection include utility
relocation work required for PROJECT. Costs for remedy and remedial action and/or
protection shall include, but not be limited to, the identification, treatment, protection,
removal, packaging, transportation, storage, and disposal of such material.
18. The party responsible for funding any hazardous material cleanup shall be responsible
for the development of the necessary remedy and/or remedial action plans and designs.
Remedial actions proposed by CITY on the State highway right of way shall be pre -
approved by STATE and shall be performed in accordance with STATE's standards
and practices and those standards mandated by the Federal and State regulatory
agencies.
19. Additional costs arising out of any or all of the situations described in Articles 13
through 18 above of this Section III shall be home by CITY as part of the PROJECT
cost which CITY is entirely funding. STATE may be required to stop work on
PROJECT until additional funding is provided by CITY or the PROJECT site will be
restored to a condition of safe operation using then unexpended funds for PROJECT if
those additional funds are not made available for PROJECT.
20. Upon PROJECT completion and acceptance, subject to the approval of STATE,
STATE will operate and maintain those PROJECT facilities constructed within
STATE's right of way (excepting CITY encroachments) at STATE's cost.
21. Upon satisfactory completion of all PROJECT work under this Agreement, as
determined by STATE, actual ownership and title to materials, equipment, and
appurtenances installed within the State highway right of way will automatically be
vested in STATE, and materials, equipment, and appurtenances installed outside of the
State highway right of way will automatically be deemed to be under the control of
CITY or an appropriate third party as determined by CITY. No further agreement will
be necessary to transfer ownership as herein before stated.
22. Nothing in the provisions of this Agreement is intended to create duties or obligations
to or rights in third parties not parties to this Agreement or to affect the legal liability
of either party to the Agreement by imposing any standard of care with respect to the
development, design, construction, operation, and maintenance of State highways and
public facilities different from the standard of care imposed by law.
23. Neither STATE nor any officer or employee thereof is responsible for any injury,
damage or liability occurring by reason of anything done or omitted to be done CITY
under or in connection with any work, authority or jurisdiction arising under this
Agreement. It is understood and agreed that CITY shall fully defend, indemnify and
save harmless STATE and all its officers and employees from all claims suits, or
actions of every name, kind and description brought forth under, including, but not
limited to, tortuous, contractual, inverse condemnation and other theories or assertions
of liability occurring by reason of anything done or omitted to be done by CITY under
this Agreement.
Revised June 27, 2005 edition 8
District Agreement No. 530
24. Neither CITY nor any officer or employee thereof is responsible for any injury,
damage or liability occurring by reason of anything done or omitted to be done by
STATE under or in connection with any work, authority or jurisdiction arising under
this Agreement. It is understood and agreed that STATE shall fully defend, indemnify
and save CITY and all its officers and employees from all claims suits, or actions of
every name, kind and description brought forth under, including, but not limited to,
tortuous, contractual, inverse condemnation and other theories or assertions of liability
occurring by reason of anything done or omitted to be done by STATE under this
Agreement.
25. No alteration or variation of the terms of this Agreement shall be valid unless made in
writing and signed by the parties hereto and no oral understanding or agreement not
incorporated herein shall be binding on any of the parties hereto.
26. Those portions of this Agreement pertaining to the completion of PROJECT shall
terminate upon completion and acceptance of the construction contract for PROJECT
by CITY and the satisfactory completion of all post -con ion obligations of CITY,
with concurrence of STATE, or on _( C) 'sever is earlier in time.
However, the ownership, operation, maintenanc , indemnification, and claims clauses
shall remain in effect until terminated or modified, in writing, by mutual agreement.
Should any construction -related or other claims arising out of PROJECT be asserted
against one of the parties, the parties agrees to extend the termination date of this
Agreement.
Revised June 27, 2005 edition
STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
WILL KEMPTON
Director of Transportation
Ln
Deputy District Director
Approved as to form and procedure:
Attorney
Department of Transportation
Certified as to available funds:
District Budget Manager
Certified as to financial terms and
District Budget Manager
District Agreement No. 530
CITY OF SANTA ANA
By: aoa6Z-
City
Manager
Attest: cT
Clerk of the Council
Approved as to form and procedure:
/oto ey
f
I hereby certify upon my own personal
Knowledge that budgeted funds are
available for the period and the purpose
Revised June 27. 2005 edition 10
District Agreement No. 530
EXHIBIT A
COST ESTIMATE BREAKDOWN
Phase of Work
STATE
CITY
TOTAL
Capital Support
PA & ED and PS&E
$0
$110,000
$110,000
Construction Engineering
$0
$70,000
$70,000
Construction Capital
$0
$625,800
$625,800
TOTAL
$0
$805,800
$805,800
Revised June 27, 2005 edition 11