HomeMy WebLinkAboutALBUS-KEEFE & ASSOCIATES - 2008City of Santa Ana
Clerk of the Council
AGREEMENT TERMINATION
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A -2008 -102
INSURANCE ON FILE
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CLERKOFCOUNCIL �7' CONSULTANT AGREEMENT
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? pESp� THIS AGREEMENT, made and entered into this 2 "d day of June. 2008 by and between
ALBUS -KEEFE Xc ASSOCIATES, a California corporation (hereinafter "Consultant "), and the
City of Santa Ana, a charter city and municipal corporation organized and existing under the
Constitution and laws of the State of California (hereinafter "City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
environmental services and related technical studies.
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected Corr a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
SCOPE OF SERVICES
Consultant shall provide geotechnical and geologic study services related to analyses of
the California Environmental Quality Act and the National Environmental Policy Act, as set
forth in City's Request for Qualifications for Environmental Consultants, incorporated to this
Agreement by reference, and Consultant's Proposal, attached hereto as Exhibit A and
incorporated by reference to this Agreement. Said services shall be provided at the request of the
Executive Director of the Planning and Building Agency, as evidenced by a writing signed by
the Executive Director and the City Attorney.
2. DELIVERY OF WORK PRODUCT
Consultant shall deliver to City all work product which results from the services
provided. Said work product shall be submitted in hard copy and produced in a form compatible
with City's computer system, as agreed between the Project Manager and Consultant.
In regard to all copyrightable material produced as a deliverable under this Agreement,
including but not limited to books, reports, plans, photographs, drawings, films, recordings,
videotapes, and computer programs, Consultant agrees, for itself and for its affected officers,
employees, agents, contractors, and volunteer workers, that (a) other such material may not be
copyrighted without prior review from the City, and (b) the authors of all such material, whether
copyrighted or not, award to the City.. and to its officers, agents and employees acting within the
scope of their official duties, as a condition of payment to the Consultant, a royalty -free,
nonexclusive, irrevocable license throughout the world for governmental purposes to disclose.
publish, translate, reproduce. and use such materials.
3. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services,
the rates and charges identified in Exhibit A. The total sum to be expended under this
Agreement shall be set in the writing authorizing Consultant to perform a specific project
pursuant to this Agreement.
b. Payment by City shall be made within thirty (30) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment need not
be made for work which fails to meet the standards of performance set forth in the Recitals
which may reasonably be expected by City.
4. TERM
This Agreement shall commence on the date first written above and terminate on June 30,
2009. unless terminated earlier in accordance with Section 13, below. The term of this
Agreement may be extended upon a writing executed by the Executive Director of Planning and
Building and the City Attorney.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor
shall it be construed to create an employer- employee relationship, a joint venture relationship, or
to allow the City to exercise discretion or control over the professional manner in which
Consultant performs the services which are the subject matter of this Agreement; however, the
services to be provided by Consultant shall be provided in a manner consistent with all
applicable standards and regulations governing such services. Consultant shall pay all salaries and
wages, employer's social security taxes, unemployment insurance and similar taxes relating to
employees and shall be responsible for all applicable withholding taxes.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall
maintain and shall require its subcontractors, if any, to obtain and maintain insurance as
described helow:
a. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection against
claims arising from bodily and personal injury, including death resulting therefrom and damage
to property, resulting from any act or occurrence arising out of Consultant's operations in the
performance of this Agreement, including, without limitation, acts involving vehicles. The
amounts of insurance shall be not less than the following: single limit coverage applying to
bodily and personal injury, including death resulting therefrom, and property damage, in the total
amount of $1,000,000 per occurrence. Consultant shall supply City with a fully executed
additional insured endorsement in substantially the form attached hereto as Exhibit B upon
execution of this Agreement and shall be approved in form by the City Attorney.
b. Business automobile liability insurance, or equivalent form, with a combined single
limit of not less than $1,000.000 per occurrence. Such insurance shall include coverage for
owned, hired and non -owned automobiles.
c. Worker's Compensation Insurance. In accordance with the provisions of Section 3300
of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against
liability for worker's compensation or to undertake self - insurance. Prior to commencing the
performance of the work under this Agreement, Consultant agrees to obtain and maintain any
employer's liability insurance with limits not less than $1,000,000 per accident.
d. Professional liability (errors and omissions) insurance, with a combined single limit of
not less than $1,000,000 per claim.
e. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved in form by the City Attorney.
(iii) Certificates and policies shall state that the policies shall not be canceled
without thirty (3 )0) days prior written notice to the City.
f. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to forthwith
terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its
time and materials expended prior to notification of termination. Consultant waives the right to
receive compensation and agrees to indemnify the City for any work performed prior to approval
of insurance by the City.
INDENINIEICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers and
employees from liability: (1) for personal injury, damages. just compensation, restitution,
judicial or equitable relief arising out of claims for personal injury, including health, and claims
for property damage, which may arise due to negligent acts. omissions or willful misconduct in
the pertormance of non - professional operations of the Consultant or its contractors,
subcontractors. agents. employees, or other persons acting on their behalf which relates to the
services described in section 1 of this Agreement; and (2) from any claim that personal injury,
damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms
of or effects to the extent arising from negligent acts, omissions or willful misconduct in the
performance of professional services under this Agreement. The Consultant further agrees to
indemnify, hold harmless, and pay all costs for the defense of the City, regarding any action by a
third party asserting that personal injury, damages, just compensation, restihdion, judicial or
equitable relief due to personal or property rights arises by reason of effects arising from
Consultant's performance of services under this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding.
8. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and /or proprietary, Consultant agrees
that it shall not use or disclose such information except in the performance of this Agreement,
and further agrees to exercise the same degree of care it uses to protect its own information of
like importance, but in no event less than reasonable care. "Confidential Information' shall
include all nonpublic information. Confidential information includes not only written
information, but also information transferred orally, visually, electronically, or by other means.
Confidential information disclosed to either party by any subsidiary and /or agent of the other
party is covered by this Agreement. The foregoing obligations of non -use and nondisclosure
shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is.
through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful
possession of the Consultant without an obligation of confidentiality; (d) is required to be
disclosed by operation of law; or (e) is independently developed by the Consultant without
reference to information disclosed by the City.
9. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests. direct
or indirect. which would conflict in any manner with performance of services specified under
this Agreement.
10. NOTICE
Any notice. tender, demand, delivery, or other cormunication pursuant to this
Agreement shall be in writing and shall be deemed to be properly given if delivered in person or
mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other
telegraphic communication in the manner provided in this Section, to the following persons:
To Cit_v° Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M -30)
P.O. Box 1988
Santa Ana_ CA 92702 -1998
telefacsimile (714) 647 -6956
With courtesy copies to:
Executive Director of Planting and Building
City of Santa Ana
20 Civic Center Plaza (M -20)
P.O. Box 1988
Santa Ana, California 92702
telefacsimite (714) 973 -1461
and
City Attorney
City of Santa Ana
20 Civic Center Plaza (M -29)
P.O. Box 1988
Santa Ana. California 92702
telefacsimile (714) 647 -6515
To Consultant: Albus -Keefe & Associates, Inc.
David E. Albus, Vice President
1011 North Armando Street
Anaheim.. CA 92806 -2606
Tetefacsimile (714) 630 -1916
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by telefacsimile, communication shall be effective or
deemed to have been given twenty -four (24) hours after the time set forth on the transmission
report issued by the transmitting facsimile machine, addressed as set forth above. For purposes
of calculating these time frames, weekends, federal, state. County or City holidays shall be
excluded.
It. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the
terms of this Agreement shall prevail. This Agreement may not be modified except by written
instrument signed by the City and by an authorized representative of Consultant The parties
agree that any terms or conditions of any proposal or other instrument that are inconsistent with..
or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant nor the
City. Each party to this Agreement acknowledges that no representations, inducements, promises
or agreements, orally or otherwise, have been made by any party. or anyone acting on behalf of
any party, which are not embodied herein.
12. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant.
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement
shall be construed to limit the City's ability to have any of the services which are the subject to
this Agreement performed by City personnel or by other consultants retained by City.
13. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of termination,
subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work product shall be
the property of the City unless prohibited by law, and Consultant consents to the City's use thereof
for such purposes as the City, deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals of this Agreement.
14. DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital
status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited
by applicable law, in the recruitment, selection, training, utilization, promotion, termination or
other employment related activities. Consultant affirms that it is an equal opportunity employer
and shall comply with all applicable federal, state and local laws and regulations.
15. TURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the
validity, interpretation, performance, and enforcement of any of the clauses of this Agreement
shall be determined and governed by the laws of the State of California. Both parties further
agree that Orange County. California, shall be the venue for any action or proceeding that may
be brought or arise out of, in connection with or by reason of this Agreement.
16. PROFESSIONAL LICENSES
Consultant shall. throughout the term of this .Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services
hereunder and required by the laws and regulations of the United States, the State of California,
the City of Santa Ana and all other governmental agencies. Consultant shall notify the City
immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals,
waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
17. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature hereinbelow has the power,
authority and right to bind their respective parties to each of the terms of this Agreement, and shall
indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to
City in the event that such authority or power is not. in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year
first above written.
ATTES'�
PATRICIA E. HEALY
Clerk of the Council
APPROVED AS TO FORM:
JOSEPH W.FLETCHER
City Attorney
n
By:
Lau fa Sheedy
Assistant City Attorney
CITY OF SANTA NA
DAVID N. REAM
City Manager
ALBUS -KEEFE & ASSOCIATES, INC.
Aie�—
DAVID E. ALBUS
Vice President
Tax ID# 33 -v8 "-(o 80
EXHIBIT A
CONSULTANT'S PROPOSAL.
AND
FEE SCHEDULE
/-dK
Mr. Pedro Guillen
Associate Planner
City of Santa Ana
Planning Division, M -20
20 Civic Center Plaza
Santa Ana, CA 92702
ALB US -KEEFE & ASSOCIATES, INC.
GEOTECHNICAL CONSULTANTS
April 21, 2008
Subject: Response to Request for Statement of Qualifications for Environmental
Consultants
Dear Mr. Guillen,
Albus -Keefe & Associates, Inc., (AKA) is pleased to present to you our statement of qualifications for
geotechnical and geologic consulting services. We believe you will find our firm well qualified to
assist your city with planning issues including adherence to the California Environmental Quality Act
(CEQA) and the National Environmental Policy Act (NEPA). AKA has served as a consultant to
several cities in Los Angeles and Orange counties and is very familiar with the special requirements
and needs of municipalities. We have served as technical reviewers of geotechnical document
submittals to verify adherence to city requirements, assisted staff with the evaluation of properties for
development, and provided quality assurance during construction and public works projects on behalf
of the city. Our services have also included attendance with city staff, city commission and council
members, and key neighborhood groups to help explain and clarify complicated environmental,
geotechnical, and geological issues.
We believe you will find working with our company is easy and comfortable. We provide you a key
point of contact you can call anytime to coordinate all your needs. Yet multiple staff will be
sufficiently familiar with your work to provide backup and redundancy as needed. The smaller size of
our firm provides you with a personal touch while still having the strength to support significant and
large projects. We are very familiar with working and coordinating with other team consultants to
provide a cohesive work product to you. AKA strives to reach beyond our boundaries to overlap with
other disciplines and assure "no stone is unturned."
You will find attached our Statement of Qualifications for your consideration. But we believe a face
to face meeting and presentation is the best way for you to understand who we are and how we can
exceed your needs and expectations. We appreciate the opportunity to present this package to you.
Sincerely,
ALf�US� -KEEFE & ASSOCIA TES, INC.
�( �/ v
David E. Albus
Vice President
Principal Engineer
1011 North Armando Street, Anaheim CA 92806 -2606 (714) 630 -1626 FAX (714) 630 -1916
;a
rate ProjYe
INTRODUCTION
Albus -Keefe &Associates, Inc. (AKA), is a geotechnical consulting firm with a diverse background
eori fists, civil engineers, geologists,
l expertise in the disciplines of soil engineering and engineering geology. Our staff consists o
registered geotchnical engineers, certified engineering geologists
ff. We provide both office and field support services throughout the
technicians, and support sta
entire project life. view of
Our services begin with a client's due-diligence eotechnicala support duringlentitlement and planni g
of the proposed development. We p g
stages to incorporate geotechnical recommendations into the project concepts. We work closely with
development l and confirm
that critical
the client ndu,o prepare inal 1Tefdstaff at AKA c o closely monitors
g n alsesare addressed to construction. i
compliance ance with project specifications. a0ur services are development by a complete dlaboratory sfor
P
testing of soils and e professionals also provide as
expert witness instrumentation su rt for legal firms and on insurance
needs. AKA p
companies.
AKA is headquartered in Anaheim, California, and provides service to clients throughout southern
California. Our office is centrally located to service projects spanning from the greater Los Angeles
expertise offered by our nities. With the diverse
area to the Inland Empire and desert commu
provides service to southern Cali California clients such as:
professional staff, AKA
• Architects & Engineers
• Planners
• Commercial, Retail & Industrial Developers
• Residential Developers
• Construction Management Contractors
• Entertainment & Recreational Venues
• Governmental Agencies
• Insurance Companies
•
Legal Firms
•
Oil Companies
•
Religious Organizations
•
School Districts
•
Transportation Agencies
•
Utility Companies
ALB US-KEEFE &ASSOCIATES,
INC.
C
MISSION
rate Pro
Albus -Keefe & Associates, Inc., strives to offer a reliable source of professional experience that our
clients can benefit from time and time again. AKA is committed to making each project
economically successful while maintaining a high level of quality. Our approach is centered on the
philosophy of "value engineering ".
The staff of AKA evaluates each project from a fresh perspective, searching for clever and innovative
solutions, even for common situations. Time proven methods or uniquely tailored approaches are
used with common sense but never "cut and pasted ". The staff of AKA works closely with the client
and project team to understand critical project constraints, even from the project's inception.
Our involvement is not limited strictly to geotechnical issues. The staff at AKA is always keenly
aware of the interwoven relationship of all the various disciplines. We look beyond our immediate
borders to assist all the team members in developing economic solutions.
AKA is uniquely qualified to provide excellence in geotechnical consulting by relying on the
company founder's philosophy of utilizing proven methods and integrating innovative solutions.
AKA combines quality, sensibility, and timeliness to produce economical solutions to challenging
projects. Each project receives hands -on professional advice from the company's principals, which
will reduce risk and cost by utilizing a built -in source of proven success. This includes a sensible and
achievable project approach, a continuous open line of communication with the design team, and a
philosophy of dedicated workmanship to ensure client satisfaction. We believe the combination of
comprehensive experience and focus within AKA will benefit each client. In the long run, "we strive
to build relationships that will build the future.
ALBUS -KEEFE & ASSOCIATES, INC.
Corporate Pro
TYPICAL SERVICES
Albus -Keefe & Associates, Inc., offers the expertise to deliver innovative and reasonable solutions to
land development and construction challenges faced by the public and private sector. The following
is a listing of typical professional services offered by our staff:
• Due Diligence Investigations
• Environmental Impact Reports
• Feasibility Investigations
• Geotechnical Investigations
• Plan Reviews
• Grading & Construction Services
• Field Testing & Inspection Services
• Reviews for City Code Conformance
• Construction Defect/Forensic Services
• Expert Witness
• Insurance Claim Evaluation
• Emergency Response
• Seismic Hazards Evaluation/Fault Study
• Laboratory Testing
• Material Testing
• Field Instrumentation
ALB US -KEEFE & ASSOCIATES, INC.
I
Corporate Pro
LABORATORY TESTING
Albus -Keefe & Associates, Inc., provides complete laboratory capabilities for a variety of testing
services. Our registered professionals review all testing and data compilation. Our geotechnical
laboratory capabilities offer a wide range of testing to meet specific project requirements. Typical
testing services include:
• Atterberg Limits
• Consolidation
• Concrete Compression
• Corrosion Analyses
• Expansion Index
• Hydrometer
• Maximum Density
• Minimum Resistivity
• Moisture - Density
• Permeability
• R -Value
• Sand Equivalent
• Shear Strengths
• Soluble Sulfate Content
• Specific Gravity
In addition to our standard laboratory
testing services, we offer a team of ACI,
ICBO, and City of Los Angeles certified
deputy inspectors with extensive knowledge
of concrete, structural steel, masonry,
asphalt, welding and other construction
material testing services.
ALB US KEEFE & ASSOCIATES, INC.
Co
rate Pro
QUALITYASSURANCE
Quality assurance is essential to maintain the high standards demanded by our clients and Albus-
Keefe & Associates, Inc. Our comprehensive quality assurance program during the design and
construction phases insures the project will be dependable, cost effective, and adhere to the design
specifications, industry standards, and regulatory codes. The following is a brief summary of key
elements of our quality assurance program:
• Selective hiring of qualified personnel
• Continuing education and training programs for management as well as staff
• Careful coordination with other project consultants and the client for project needs
• Systematic calibration of lab and field testing equipment
• Pre - construction meeting with site contractors to discuss the construction plan
• Field mapping of exposed geologic structure and removals during construction
• Compaction testing of fill soils during all phases of grading and backfill
• Observation of foundation excavations, drainage devices, and materials placement
Installation and observation of field instrumentation to monitor performance
• Thorough documentation of observations throughout the duration of the project
• Review and update project schedules, budgets, and scope of services
Comprehensive technical review by the principals of the firm throughout project
ALB US -KEEFE & ASSOCIATES, INC.
Company Personnel & Fee Schedule
PROJECT CONTACT /ASSIGNED STAFF
Key Individuals who we anticipate to work on City projects will depend on the spec ficproject
ort will be managed by Mr. James
requirements. All projects, however, will be coordinated through the company principal
engineer Mr. David Albus. On -going soils engineering supp
Chang, corrosion engineering needs will be managed by Mr. John Barnes, engineering geology
services will be managed by Mr. Patrick Keefe and Mr. Michael Spira. Individual support staff
will be determined on a project by project basis depending on project requirements. Project team
members will be selected from our staff of professionals. Resumes of key individuals are
Attached herein.
FEE STRUCTURE AND RATES
es, Inc., charges on a fixed fee and time and material basis, depending upon
Albus -Keefe &Associat
the scope of work. Generally, work related to investigation, design, or review services are offered as
fixed fees. Work related to services during construction is typically done on a time and material
annually erein. This fee schedule may be adjusted
increase would not exceed schedule is
previous year's CPI as published for he Greater Los Angeles area.
he i
ALBUS -KEEFE & ASSOCIATES, INC.
ALB US -KEEFE & ASSOCIATES, INC.
GEOTECHNICALCONSULTANTS
SCHEDULE OF FEES
Effective January 1, 2008
HOURLY CHARGES FOR PERSONNEL
Portal -to -portal charges for professional and technical staff will accrue in accordance with the following schedule of
hourly rates:
1. Overtime for field technical personnel will be charged at 1.5 times the hourly rate for hours worked over 8.0 hours
per day and/or Saturdays and Sundays.
OTHER EXPENSES
Automobile and truck expenses for company personnel are included in the hourly rate.
Travel and subsistence expenses (transportation, room and board, etc.) for individuals on projects more than 60 miles
away from their principal office are charged at cost.
Exploratory equipment rentals (drill rigs, backhoes, dozers, etc.) are charged at cost plus 20 percent.
Monitoring instrument charges will be quoted on an as- needed basis.
Direct project expenses (i.e., printing, photography, aerial photos, permits, etc.) are charged at cost plus 20 percent.
1011 NArmando St •Anaheim • CA • 92806 -2606 (714) 630 -1626 • FAX (714) 630 -1916
Hourly Rate
Personnel Classification
$160.00
Principal Engineer/ Geologist ................................. ...............................
$120.00
Associate Engineer /Geologist ...................................................
...............................
$105.00
Project Engineer/ Geologist ......................................................
...............................
$95.00
Staff Engineer / Geologist .................................................
............................... .......
. $83.00
FieldSupervisor ...................................................... ............................................
$72.00
Senior Soil Technician (i) .........................:..............................
........I....................."
$60.00
Soil Technician (p ............... ........................... ...............................
.......................
$72.00
Laboratory Technician ...........................................................
...............................
$66.00
Technical Illustrator ..............................................................
...............................
$40.00
Word Processing / Clerical .........................................................
...............................
1. Overtime for field technical personnel will be charged at 1.5 times the hourly rate for hours worked over 8.0 hours
per day and/or Saturdays and Sundays.
OTHER EXPENSES
Automobile and truck expenses for company personnel are included in the hourly rate.
Travel and subsistence expenses (transportation, room and board, etc.) for individuals on projects more than 60 miles
away from their principal office are charged at cost.
Exploratory equipment rentals (drill rigs, backhoes, dozers, etc.) are charged at cost plus 20 percent.
Monitoring instrument charges will be quoted on an as- needed basis.
Direct project expenses (i.e., printing, photography, aerial photos, permits, etc.) are charged at cost plus 20 percent.
1011 NArmando St •Anaheim • CA • 92806 -2606 (714) 630 -1626 • FAX (714) 630 -1916
EXHIBIT B
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy
M1
relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its
officers, employees, agents, volunteers and representatives are named as additional insureds
( "additional insureds ") with regard to liability and defense of suits arising from the operations
and uses performed by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses performed by or on
behalf of the named insured, such insurance as is afforded by this policy is primary and is not
additional to or contributing with any other insurance carried by or for the benefit of the
additional insureds.
3. This insurance applies separately to each insured against whom claim is made or
suit is brought except with respect to the company's limits of liability. The inclusion of any
person or organization as an insured shall not affect any right which such person or organization
would have as a claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be cancelled, or
materially reduced in coverage or limits except after thirty (30) days written notice has been
given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701.
(Completion of the following, including countersignature, is required to make this endorsement
effective.)
Effective this endorsement form as a part of
Policy #
Issued to
Named Insured
Countersigned by
Authorized Representative
ALBUSASSO
Client #: 11868
CERTIFICATE OF LIABILITY
DATE (MM)DDNY)
INSURANCE OBI21108
AU,
PRODUCER
ton &Associates
550
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
PERIOD INDICATED, NOTWITHSTANDING
A 9 2711 -0 55 0
INSURERS AFFORDING COVERAGE
0
Albus -Keefe & Associates, Inc.
INSURER A. Travelers Property Casualty Co o f Am
INSURER D: Travelers Indemnity Co. of Connectic
INSURER a XL Specialty Insurance Co.
1011 N. Armando Street
INSURER D.
Anaheim, CA 92806
INSURER E.
MAY
COVERAGES
TO THE INSURED
NAMED ABOVE
FOR THE POLICY
PERIOD INDICATED, NOTWITHSTANDING
THE
POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED
CONDITION OF ANY CONTRACT OR OTHER
DOCUMENT WITH
RESPECT TO WHICH
THIS CERTIFICATE MAY BE ISSUED OR
SUCH
ANY
REQUIREMENT. TERM OR
AFFORDED BY THE POLICIES DESCRIBED HEREIN
IS SUBJECT
TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF
MAY
PERTAIN, THE INSURANCE
AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
POLICIES.
-
POLICY EFFECTIVE POLICY
EXPIRATION
LIMITS
INSR
LTR
TYPE OFINSURANCE POLICY NUMBER
O A E MMIDDMI
DATE MMIOD
EACH OCCURRENCE $1,000.000
68048341.764 109101108
09/01109
FIRE DAMAGE (Anyone re]
X090.000
A i
GENERAL LIABILITY
IX
COMMERCIALGENERALLIABILITY
�occuR INDP. CONTRACTORS
MED EXP(Any one pars°,)
$10000
P =_RSONALa ADV INJUev
51000000
CLAIMS MADE
X ;CONTRACTUAL INCLUDED
X BFPD. XCU
GENERAL AGGREGATE
s2.000,000
PRODUCTS - COMPIOP AGG
s2_10-0010-0-0
GEN'L AGGREGATE LIMIT APPLIES PER
POLICY X PRO nLOC
109/01%06
09/01/09
SINGLE LIMIT
B
AUTOMOBILE LIABILITY BA4913L509
COMBINED
(Ea acciGenl)
51,000,000
ANY AUTO
/� r
FO
ALL OWNED AUTOS
A �
I,)
BODILY INJURY
(Perpefaon)
S
SCHEDULEOAUTOS
X HIRED AUTOS
BODLY INJURY
(Per acdtlenl)
5
X NON-OWNED AUTOS
"���
PROPERTY DAMAGE
5
/
Attor.:ey
IPaf aa(itlEnt)
AUTO ONLY -EA ACCIDENT
5
GARAGE LIABILITY
EA ACC
S
ANY AUTO
OTHERTHAN
AUTO ONLY'. AGG
S
A
CUP7157Y320
109/01108
09101109
EACH OCCURRENCE
$4000000
AGGREGATE
s4,000,000
EXCESS LIABILITY
MADE
Professional Liab.
s
X OCCUR CLAIMS
li
is Excluded
S
DEDUCTIBLE
'
5
RETENTION 5
U6709BY769
09/01/06
09/01109
X We srnru- OTH-
- - -- -
—
E.L. EACH ACCIDENT
B
WO RKERSCOMPENSATONAND
EMPLOYERS'LIABILITY
51,000,000
E.L. DISEASE- EA EMPLOYEE
$1,000,000
E.L. DISEASE - POLICY LIMIT
I 51,000,090
C
OTaER Professional
DPR9614394
109101108
09,101/09
$1,000,000 per claim
$1,000,000 annl aggr.
lability
DESCRIPTION OF OPERATIONSILOCAnONSNEHIGLEVEXCLUSIONS ADDED BY ENDORSEMENTISPECIAL PROVISIONS
General Liability policy excludes claims arising out of the performance of professional
services
Re: All Operations as performed by the named Insured
City, its officers, employees, agents, volunteers and representatives are
(See Attached Descriptions)
- ....,. �...�...., �__ .._ -- u_.... s.. AI..e o—,.. f of Premium
City of Santa Ana
20 Civic Center Plaza
Santa Ana, CA 92701
ACORD 25S (7,197)1 of 2 #M234945
PROVE D ESCRIBED POLICIES BE CANCELLED B EFORETH E EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30_ —DAYS WRITTEN
NOTICE TOTHE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TODD SOSHALL
IMPOSE NO OR LIGATION OR LIABILITY OF ANY HIND UPON THE INSU RER,ITS AGENTS OR
-1 , n 4rORD CORPORATION 198E
COMMERICAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED
(ARCHITECTS, ENGINEERS AND SURVEYORS)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
A. The following is added to WHO IS AN INSURED
(Section Iq:
Any person or organization that you agree in a
"contract or agreement requiring insurance" to in-
clude as an additional insured on this Coverage
Part, but only with respect to liability for "bodily in-
jury", "property damage" or "personal injury"
caused, in whole or in part, by your acts or omis-
sions or the acts or omissions of those acting on
your behalf.
a. in the performance of your ongoing opera-
tions;
It. In connection with premises owned by or
rented to you; or
o�
003729
c. In connection with "your work" and included
Within the "products- completed operations
hazard ".
Such person or organization does not qualify as
an additional insured for "bodily injury","property
damage" or "personal injury" for which that per-
son or organization has assumed liability in a con-
tract or agreement.
The insurance provided to such additional insured
is limited as follows:
d. This insurance does not apply on any basis to
any person or organization for which cover-
age as an additional insured specifically is
added by another endorsement to this Cover-
age Part.
e. This insurance does not apply to the render-
ing of or failure to render any "professional
services ".
f. The limits of insurance afforded to the addi-
tional insured shall be the limits which you
agreed in that "contract or agreement requir-
ng insurance" to provide for that additional
insured, or the limits shown In the Declara-
tions for this Coverage Part, whichever are
less. This endorsement does not increase the
limits of insurance stated in the LIMITS OF
INSURANCE (Section III) for this Coverage
Part.
B. The following is added to Paragraph a. of 4.
Other Insurance in COMMERCIAL GENERAL
LIABILITY CONDITIONS (Section IV):
However, if you specifically agree in a "contract or
agreement requiring insurance" that the insurance
provided to an additional insured under this Cov-
erage Part must apply on a primary basis, or a
primary and non - contributory basis, this insurance
is primary to other insurance that is available to
such additional insured which covers such addi-
tional insured as a named insured, and we will not
share with the other insurance, provided that:
(1) The "bodily injury" or "property damage" for
which coverage is sought occurs; and
(2) The "personal injury" for which coverage is
sought arises out of an offense committed;
after you have entered into that "contract or
agreement requiring insurance ". But this insur-
ance still is excess over valid and collectible other
insurance, whether primary, excess, contingent or
on any other basis, that is available to the insured
when the insured is an additional insured under
any other insurance.
C. The following is added to Paragraph a. Transfer
Of Rights Of Recovery Against Others To Us
in COMMERCIAL GENERAL LIABILITY CON-
DITIONS (Section IV):
We waive any rights of recovery we may have
against any person or organization because of
payments we make for "bodily injury", "property
damage" or "personal injury" arising out of "your
work" performed by you, or on your behalf, under
a "contract or agreement requiring insurance" with
that person or organization. We waive these
rights only where you have agreed to do so as
Part of the "contract or agreement requiring insur-
ance" with such person or organization entered
Into by you before, and in effect when, the "bodily
CG D3 81 09 07 ®2007 The Travelers Companies, Inc.
Page t of 2
Includes the copyrighted material of Insurance Services Office, Inc., with its permission.
COMMERICAL GENERAL LIABILITY
injury" or "property damage" occurs, or the "per-
sonal injury" offense is committed.
D. The following definition is added to DEFINITIONS
(Section V):
"Contract or agreement requiring insurance"
means that part of any contract or agreement un-
der which you are required to include a person or
organization as an additional insured on this Cov-
erage Part, provided that the "bodily injury" and
"property damage" occurs, and the "personal in-
jury" is caused by an offense committed:
a. After you have entered into that contract or
agreement;
b. While that part of the contract or agreement is
in effect; and
c. Before the end of the policy period.
Page 2 of 2 Q 2007 The Travelers companies, Inc.
CG D3 8109 07
Includes the copyrighted material of Insurance Services Office, Inc., with @s permission.