HomeMy WebLinkAboutC-9136-3 - On-Call PSA for On-Call Project Management ServicesAMENDMENT NO. ONE TO
ON -CALL PROFESSIONAL SERVICES AGREEMENT
WITH Z & K CONSULTANTS, INC. FOR
ON -CALL PROFESSIONAL PROJECT MANAGEMENT SERVICES
THIS AMENDMENT NO. ONE TO ON -CALL PROFESSIONAL SERVICES
AGREEMENT ("Amendment No. One") is made and entered into as of this 5th day of
November, 2025 ("Effective Date"), by and between the CITY OF NEWPORT BEACH, a
California municipal corporation and charter city ("City"), and Z & K CONSULTANTS,
INC., a California corporation ("Consultant"), whose address is 17130 Van Buren Blvd
Suite 122, Riverside, CA 92504, and is made with reference to the following:
RECITALS
A. On January 24, 2023, City and Consultant entered into a Professional Services
Agreement (Contract No. C-9136-3) ("Agreement") to provide professional project
management services ("Project").
B. Since entering into the Agreement Consultant was asked to perform a higher
volume of work than was originally anticipated.
C. The parties desire to enter into this Amendment No. One to extend the term of the
Agreement to January 23, 2028, update the notices section, and update the
insurance requirements.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. TERM
Section 1 of the Agreement is amended in its entirety and replaced with the
following: "The term of this Agreement shall commence on the Effective Date, and shall
terminate on January 23, 2028, unless terminated earlier as set forth herein."
2. NOTICES
Section 25.3 of the Agreement is amended in its entirety and replaced with the
following:
"25.3 All notices, demands, requests or approvals from City to Consultant shall
be addressed to Consultant at:
Attn: Crystal Fraire
Z&K Consultants, Inc.
17130 Van Buren Blvd Suite 122
Riverside, CA 92504"
3. INSURANCE
As of this Effective Date of this Amendment No. One, Exhibit C of the Agreement
shall be deleted in its entirety and replaced with Exhibit C, attached hereto and
incorporated herein by reference. Any reference to Exhibit C in the Agreement shall
hereafter refer to Exhibit C attached hereto.
4. INTEGRATED CONTRACT
Except as expressly modified herein, all other provisions, terms, and covenants
set forth in the Agreement shall remain unchanged and shall be in full force and effect.
[SIGNATURES ON NEXT PAGE]
Z & K Consultants, Inc. Page 2
IN WITNESS WHEREOF, the parties have caused this Amendment No. One to be
executed on the dates written below.
APPROVED AS TO FORM: CITY OF NEWPORT BEACH,
CITY ATTORNEY'S OFFICE a California muni ipal corporation
Date: t1/Q3/0<— Date: Z 20
By: 1 �b By:
�ron C. Harp a K. Leung
G�ity Attorney 4 Manager
ATTEST: CONSULTANT: Z & K CONSULTANTS,
Date: INC., a California corporation
T Date:
By:
Lena Shumway
City Clerk
Signed in Counterpart
Crystal Fraire
Chief Executive Officer
Date:
Signed in Counterpart
Bv:
Zach M Fagih
Chief Financial Officer
[END OF SIGNATURES]
Attachments: Exhibit C — Insurance Requirements
Z & K Consultants, Inc. Page 3
IN WITNESS WHEREOF, the parties have caused this Amendment No. One to be
executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: I
M
By: -i
lron C. Harp
y Attorney
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By:_
Grace K. Leung
City Manager
ATTEST: CONSULTANT: Z & K CONSULTANTS,
Date: INC,, a California corporation
Date:. + .3 ;L
�c
By: By:
Lena Shumway Crystal Fr
City Clerk Chief Executive Officer
Dater _-
Y
Zach M Fagih
Chief Financial Officer
[END OF SIGNATURES]
Attachments: Exhibit C — Insurance Requirements
Z & K Consultants, Inc. Page 3
1W14:11=31100
INSURANCE REQUIREMENTS — PROFESSIONAL SERVICES
1. Provision of Insurance. Without limiting Consultant's indemnification of City, and
prior to commencement of Work, Consultant shall obtain, provide and maintain at
its own expense during the term of this Agreement, policies of insurance of the
type and amounts described below and in a form satisfactory to City. Consultant
agrees to provide insurance in accordance with requirements set forth here. If
Consultant uses existing coverage to comply and that coverage does not meet
these requirements, Consultant agrees to amend, supplement or endorse the
existing coverage.
2. Acceptable Insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact
business of insurance in the State of California, with an assigned policyholders'
Rating of A- (or higher) and Financial Size Category Class VII (or larger) in
accordance with the latest edition of Best's Key Rating Guide, unless otherwise
approved by the City's Risk Manager.
3. Coverage Requirements.
A. Workers' Compensation Insurance. Consultant shall maintain Workers'
Compensation Insurance, statutory limits, and Employer's Liability
Insurance with limits of at least one million dollars ($1,000,000) each
accident for bodily injury by accident and each employee for bodily injury by
disease in accordance with the laws of the State of California, Section 3700
of the Labor Code.
Consultant shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement in favor of City, its City Council, boards
and commissions, officers, agents, volunteers and employees.
B. General Liability Insurance. Consultant shall maintain commercial general
liability insurance, and if necessary umbrella liability insurance, with
coverage at least as broad as provided by Insurance Services Office form
CG 00 01, in an amount not less than two million dollars ($2,000,000) per
occurrence, four million dollars ($4,000,000) general aggregate. The policy
shall cover liability arising from premises, operations, personal and
advertising injury, and liability assumed under an insured contract (including
the tort liability of another assumed in a business contract).
C. Automobile Liability Insurance. Consultant shall maintain automobile
insurance at least as broad as Insurance Services Office form CA 00 01
covering bodily injury and property damage for all activities of Consultant
arising out of or in connection with Work to be performed under this
Agreement, including coverage for any owned, hired, non -owned or rented
vehicles, in an amount not less than one million dollars ($1,000,000)
combined single limit each accident.
Z & K Consultants, Inc. Page C-1
D. Professional Liability (Errors & Omissions) Insurance. Consultant shall
maintain professional liability insurance that covers the Services to be
performed in connection with this Agreement, in the minimum amount of
two million dollars ($2,000,000) per claim and four million dollars
($4,000,000) in the aggregate. Any policy inception date, continuity date,
or retroactive date must be before the Effective Date of this Agreement and
Consultant agrees to maintain continuous coverage through a period no
less than three years after completion of the Services required by this
Agreement.
4. Other Insurance Requirements. The policies are to contain, or be endorsed to
contain, the following provisions:
A. Waiver of Subrogation. All insurance coverage maintained or procured
pursuant to this Agreement shall be endorsed to waive subrogation against
City, its City Council, boards and commissions, officers, agents, volunteers
and employees or shall specifically allow Consultant or others providing
insurance evidence in compliance with these requirements to waive their
right of recovery prior to a loss. Consultant hereby waives its own right of
recovery against City, and shall require similar written express waivers from
each of its subconsultants.
B. Additional Insured Status. All liability policies including general liability,
excess liability, pollution liability, and automobile liability, if required, but not
including professional liability, shall provide or be endorsed to provide that
City, its City Council, boards and commissions, officers, agents, volunteers
and employees shall be included as insureds under such policies.
C. Primary and Non Contributory. All liability coverage shall apply on a primary
basis and shall not require contribution from any insurance or self-insurance
maintained by City.
D. Notice of Cancellation. All policies shall provide City with thirty (30) calendar
days' notice of cancellation (except for nonpayment for which ten (10)
calendar days' notice is required) or nonrenewal of coverage for each
required coverage.
5. Additional Agreements Between the Parties. The parties hereby agree to the
following:
A. Evidence of Insurance. Consultant shall provide certificates of insurance to
City as evidence of the insurance coverage required herein, along with a
waiver of subrogation endorsement for workers' compensation and other
endorsements as specified herein for each coverage. Insurance certificates
and endorsement must be approved by City's Risk Manager prior to
commencement of performance. Current certification of insurance shall be
kept on file with City at all times during the term of this Agreement. The
certificates and endorsements for each insurance policy shall be signed by
a person authorized by that insurer to bind coverage on its behalf. At least
Z & K Consultants, Inc. Page C-2
fifteen (15) days prior to the expiration of any such policy, evidence of
insurance showing that such insurance coverage has been renewed or
extended shall be filed with the City. If such coverage is cancelled or
reduced, Consultant shall, within ten (10) days after receipt of written notice
of such cancellation or reduction of coverage, file with the City evidence of
insurance showing that the required insurance has been reinstated or has
been provided through another insurance company or companies. City
reserves the right to require complete, certified copies of all required
insurance policies, at any time.
B. City's Right to Revise Requirements. City reserves the right at any time
during the term of the Agreement to change the amounts and types of
insurance required by giving Consultant sixty (60) calendar days' advance
written notice of such change. If such change results in substantial
additional cost to Consultant, City and Consultant may renegotiate
Consultant's compensation.
C. Right to Review Subcontracts. Consultant agrees that upon request, all
agreements with subcontractors or others with whom Consultant enters into
contracts with on behalf of City will be submitted to City for review. Failure
of City to request copies of such agreements will not impose any liability on
City, or its employees. Consultant shall require and verify that all
subcontractors maintain insurance meeting all the requirements stated
herein, and Consultant shall ensure that City is an additional insured on
insurance required from subcontractors. For CGL coverage, subcontractors
shall provide coverage with a format at least as broad as CG 20 38 04 13.
D. Enforcement of Agreement Provisions. Consultant acknowledges and
agrees that any actual or alleged failure on the part of City to inform
Consultant of non-compliance with any requirement imposes no additional
obligations on City nor does it waive any rights hereunder.
E. Requirements not Limiting. Requirements of specific coverage features or
limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided
by any insurance. Specific reference to a given coverage feature is for
purposes of clarification only as it pertains to a given issue and is not
intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Consultant maintains higher
limits than the minimums shown above, the City requires and shall be
entitled to coverage for higher limits maintained by the Consultant. Any
available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to the City.
F. Self -insured Retentions. Any self -insured retentions must be declared to
and approved by City. City reserves the right to require that self -insured
retentions be eliminated, lowered, or replaced by a deductible. Self-
insurance will not be considered to comply with these requirements unless
approved by City.
Z & K Consultants, Inc. Page C-3
G. City Remedies for Non -Compliance. If Consultant or any subconsultant fails
to provide and maintain insurance as required herein, then City shall have
the right but not the obligation, to purchase such insurance, to terminate this
Agreement, or to suspend Consultant's right to proceed until proper
evidence of insurance is provided. Any amounts paid by City shall, at City's
sole option, be deducted from amounts payable to Consultant or reimbursed
by Consultant upon demand.
H. Timely Notice of Claims. Consultant shall give City prompt and timely notice
of claims made or suits instituted that arise out of or result from Consultant's
performance under this Agreement, and that involve or may involve
coverage under any of the required liability policies. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to
monitor the handling of any such claim or claims if they are likely to involve
City.
Consultant's Insurance. Consultant shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of the
Work.
Z & K Consultants, Inc. Page C-4
k
0
$
\
\
9
/
g
\
\
f
\
/
\
/
¥
<
CL
o
Q
«
§
K
�
a
In
k
Q
[
E
(
$
2
�
o a
§
E
/ /
\
\
§
7.
.
«
k
/
\
�
\
\
\
$
k
)
k ) k
z = z 6 % 2 = . & . . z cn §
. j . <
& \ k ) k ' p § k m (
e % § « .
2 k 7 / k \ I 3 $
�1
1p
J
M
ON -CALL PROFESSIONAL SERVICES AGREEMENT
WITH Z & K CONSULTANTS, INC. FOR
ON -CALL PROFESSIONAL PROJECT MANAGEMENT SERVICES
THIS ON -CALL PROFESSIONAL SERVICES AGREEMENT ("Agreement") is
made and entered into as of this 24th day of January, 2023 ("Effective Date"), by and
between the CITY OF NEWPORT BEACH, a California municipal corporation and charter
city ("City"), and Z & K CONSULTANTS, INC., a California corporation ("Consultant"),
whose address is 22295 Jessamine Way, Corona, California 92883, and is made with
reference to the following:
RECITALS
A. City is a municipal corporation duly organized and validly existing under the laws
of the State of California with the power to carry on its business as it is now being
conducted under the statutes of the State of California and the Charter of City.
B. City desires to engage Consultant to provide on -call professional project
management services ("Project").
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to provide the professional services described in this Agreement.
D. City has solicited and received a proposal from Consultant, has reviewed the
previous experience and evaluated the expertise of Consultant, and desires to
retain Consultant to render professional services under the terms and conditions
set forth in this Agreement.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. TERM
The term of this Agreement shall commence on the Effective Date, and shall
terminate on January 31, 2026, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED
2.1 Consultant shall perform the on -call services described in the Scope of
Services attached hereto as Exhibit A and incorporated herein by reference ("Services"
or "Work"). Upon written request from the Project Administrator as defined herein,
Consultant shall provide a letter proposal for Services requested by the City (hereinafter
referred to as the "Letter Proposal"). The Letter Proposal shall include the following:
2.1.1 A detailed description of the Services to be provided;
2.1.2 The position of each person to be assigned to perform the Services,
and the name of the individuals to be assigned, if available;
2.1.3 The estimated number of hours and cost to complete the Services;
and
2.1.4 The time needed to finish the specific project.
2.2 No Services shall be provided until the Project Administrator has provided
written acceptance of the Letter Proposal. Once authorized to proceed, Consultant shall
diligently perform the duties in the approved Letter Proposal.
3. TIME OF PERFORMANCE
3.1 Time is of the essence in the performance of Services under this Agreement
and Consultant shall perform the Services in accordance with the schedule included in
Exhibit A and the Letter Proposal. In the absence of a specific schedule, the Services
shall be performed to completion in a diligent and timely manner. The failure by
Consultant to strictly adhere to the schedule set forth in Exhibit A and the Letter Proposal,
if any, or perform the Services in a diligent and timely manner may result in termination
of this Agreement by City.
3.2 Notwithstanding the foregoing, Consultant shall not be responsible for
delays due to causes beyond Consultant's reasonable control. However, in the case of
any such delay in the Services to be provided for the Project, each party hereby agrees
to provide notice within two (2) calendar days of the occurrence causing the delay to the
other party so that all delays can be addressed.
3.3 Consultant shall submit all requests for extensions of time for performance
in writing to the Project Administrator as defined herein not later than ten (10) calendar
days after the start of the condition that purportedly causes a delay. The Project
Administrator shall review all such requests and may grant reasonable time extensions
for unforeseeable delays that are beyond Consultant's control.
3.4 For all time periods not specifically set forth herein, Consultant shall
respond in the most expedient and appropriate manner under the circumstances, by
hand -delivery or mail.
4. COMPENSATION TO CONSULTANT
4.1 City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Letter Proposal
and the Schedule of Billing Rates attached hereto as Exhibit B and incorporated herein
by reference. Consultant's compensation for all Work performed in accordance with this
Agreement, including all reimbursable items and subconsultant fees, shall not exceed
Two Hundred Thousand Dollars and 00/100 ($200,000.00), without prior written
authorization from City. No billing rate changes shall be made during the term of this
Agreement without the prior written approval of City.
4.2 Consultant shall submit monthly invoices to City describing the Work
performed the preceding month. Consultant's bills shall include the name of the person
Z & K Consultants, Inc. Page 2
who performed the Work, a brief description of the Services performed and/or the specific
task in the Scope of Services to which it relates, the date the Services were performed,
the number of hours spent on all Work billed on an hourly basis, and a description of any
reimbursable expenditures. City shall pay Consultant no later than thirty (30) calendar
days after approval of the monthly invoice by City staff.
4.3 City shall reimburse Consultant only for those costs or expenses specifically
identified in Exhibit B to this Agreement and the Letter Proposal or specifically approved
in writing in advance by City.
4.4 Consultant shall not receive any compensation for Extra Work performed
without the prior written authorization of City. As used herein, "Extra Work" means any
Work that is determined by City to be necessary for the proper completion of the Project,
but which is not included within the Scope of Services and which the parties did not
reasonably anticipate would be necessary at the execution of this Agreement.
Compensation for any authorized Extra Work shall be paid in accordance with the
Schedule of Billing Rates as set forth in Exhibit B and the Letter Proposal.
5. PROJECT MANAGER
5.1 Consultant shall designate a Project Manager, who shall coordinate all
phases of the Project. This Project Manager shall be available to City at all reasonable
times during the Agreement term. Consultant has designated Crystal Fraire to be its
Project Manager. Consultant shall not remove or reassign the Project Manager or any
personnel listed in Exhibit A or assign any new or replacement personnel to the Project
without the prior written consent of City. City's approval shall not be unreasonably
withheld with respect to the removal or assignment of non -key personnel.
5.2 Consultant, at the sole discretion of City, shall remove from the Project any
of its personnel assigned to the performance of Services upon written request of City.
Consultant warrants that it will continuously furnish the necessary personnel to complete
the Project on a timely basis as contemplated by this Agreement.
5.3 If Consultant is performing inspection services for City, the Project Manager
and any other assigned staff shall be equipped with a cellular phone to communicate with
City staff. The Project Manager's cellular phone number shall be provided to City.
6. ADMINISTRATION
This Agreement will be administered by the Public Works. City's Director of Public
Works or designee shall be the Project Administrator and shall have the authority to act
for City under this Agreement. The Project Administrator shall represent City in all matters
pertaining to the Services to be rendered pursuant to this Agreement.
7. CITY'S RESPONSIBILITIES
To assist Consultant in the execution of its responsibilities under this Agreement,
City agrees to provide access to and upon request of Consultant, one copy of all existing
Z & K Consultants, Inc. Page 3
relevant information on file at City. City will provide all such materials in a timely manner
so as not to cause delays in Consultant's Work schedule.
8. STANDARD OF CARE
8.1 All of the Services shall be performed by Consultant or under Consultant's
supervision. Consultant represents that it possesses the professional and technical
personnel required to perform the Services required by this Agreement, and that it will
perform all Services in a manner commensurate with community professional standards
and with the ordinary degree of skill and care that would be used by other reasonably
competent practitioners of the same discipline under similar circumstances. All Services
shall be performed by qualified and experienced personnel who are not employed by City.
By delivery of completed Work, Consultant certifies that the Work conforms to the
requirements of this Agreement, all applicable federal, state and local laws, and legally
recognized professional standards.
8.2 Consultant represents and warrants to City that it has, shall obtain, and shall
keep in full force and effect during the term hereof, at its sole cost and expense, all
licenses, permits, qualifications, insurance and approvals of whatsoever nature that is
legally required of Consultant to practice its profession. Consultant shall maintain a City
of Newport Beach business license during the term of this Agreement.
8.3 Consultant shall not be responsible for delay, nor shall Consultant be
responsible for damages or be in default or deemed to be in default by reason of strikes,
lockouts, accidents, acts of God, or the failure of City to furnish timely information or to
approve or disapprove Consultant's Work promptly, or delay or faulty performance by
City, contractors, or governmental agencies.
9. HOLD HARMLESS
9.1 To the fullest extent permitted by law, Consultant shall indemnify, defend
and hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers and employees (collectively, the "Indemnified Parties"), from and against any
and all claims (including, without limitation, claims for bodily injury, death or damage to
property), demands, obligations, damages, actions, causes of action, suits, losses,
judgments, fines, penalties, liabilities, costs and expenses (including, without limitation,
attorneys' fees, disbursements and court costs) of every kind and nature whatsoever
(individually, a Claim; collectively, "Claims"), and which relate (directly or indirectly) to the
negligence, recklessness, or willful misconduct of the Consultant or its principals, officers,
agents, employees, vendors, suppliers, subconsultants, subcontractors, anyone
employed directly or indirectly by any of them or for whose acts they may be liable, or any
or all of them, and/or if it is subsequently determined that an employee of Consultant is
not an independent contractor.
9.2 Notwithstanding the foregoing, nothing herein shall be construed to require
Consultant to indemnify the Indemnified Parties from any Claim arising from the sole
negligence, active negligence or willful misconduct of the Indemnified Parties. Nothing in
Z & K Consultants, Inc. Page 4
this indemnity shall be construed as authorizing any award of attorneys' fees in any action
on or to enforce the terms of this Agreement. This indemnity shall apply to all claims and
liability regardless of whether any insurance policies are applicable. The policy limits do
not act as a limitation upon the amount of indemnification to be provided by the
Consultant.
10. INDEPENDENT CONTRACTOR
10.1 It is understood that City retains Consultant on an independent contractor
basis and Consultant is not an agent or employee of City. The manner and means of
conducting the Work are under the control of Consultant, except to the extent they are
limited by statute, rule or regulation and the expressed terms of this Agreement. No civil
service status or other right of employment shall accrue to Consultant or its employees.
Nothing in this Agreement shall be deemed to constitute approval for Consultant or any
of Consultant's employees or agents, to be the agents or employees of City. Consultant
shall have the responsibility for and control over the means of performing the Work,
provided that Consultant is in compliance with the terms of this Agreement. Anything in
this Agreement that may appear to give City the right to direct Consultant as to the details
of the performance of the Work or to exercise a measure of control over Consultant shall
mean only that Consultant shall follow the desires of City with respect to the results of the
Services.
10.2 Consultant agrees and acknowledges that no individual performing
Services or Work pursuant to this Agreement shall: work full-time for more than six (6)
months; work regular part-time service of at least an average of twenty (20) hours per
week for one year or longer; work nine hundred sixty (960) hours in any fiscal year; or
already be a CalPERS member.
11. COOPERATION
Consultant agrees to work closely and cooperate fully with City's designated
Project Administrator and any other agencies that may have jurisdiction or interest in the
Work to be performed. City agrees to cooperate with the Consultant on the Project.
12. CITY POLICY
Consultant shall discuss and review all matters relating to policy and Project
direction with City's Project Administrator in advance of all critical decision points in order
to ensure the Project proceeds in a manner consistent with City goals and policies.
13. PROGRESS
Consultant is responsible for keeping the Project Administrator informed on a
regular basis regarding the status and progress of the Project, activities performed and
planned, and any meetings that have been scheduled or are desired.
Z & K Consultants, Inc. Page 5
14. INSURANCE
Without limiting Consultant's indemnification of City, and prior to commencement
of Work, Consultant shall obtain, provide and maintain at its own expense during the term
of this Agreement or for other periods as specified in this Agreement, policies of insurance
of the type, amounts, terms and conditions described in the Insurance Requirements
attached hereto as Exhibit C, and incorporated herein by reference.
15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS
Except as specifically authorized under this Agreement, the Services to be
provided under this Agreement shall not be assigned, transferred contracted or
subcontracted out without the prior written approval of City. Any of the following shall be
construed as an assignment: The sale, assignment, transfer or other disposition of any
of the issued and outstanding capital stock of Consultant, or of the interest of any general
partner or joint venturer or syndicate member or cotenant if Consultant is a partnership or
joint -venture or syndicate or co -tenancy, which shall result in changing the control of
Consultant. Control means fifty percent (50%) or more of the voting power or twenty-five
percent (25%) or more of the assets of the corporation, partnership or joint -venture.
16. SUBCONTRACTING
The subcontractors authorized by City, if any, to perform Work on this Project are
identified in Exhibit A and the Letter Proposal. Consultant shall be fully responsible to
City for all acts and omissions of any subcontractor. Nothing in this Agreement shall
create any contractual relationship between City and any subcontractor nor shall it create
any obligation on the part of City to pay or to see to the payment of any monies due to
any such subcontractor other than as otherwise required by law. City is an intended
beneficiary of any Work performed by the subcontractor for purposes of establishing a
duty of care between the subcontractor and City. Except as specifically authorized herein,
the Services to be provided under this Agreement shall not be otherwise assigned,
transferred, contracted or subcontracted out without the prior written approval of City.
17. OWNERSHIP OF DOCUMENTS
17.1 Each and every report, draft, map, record, plan, document and other writing
produced, including but not limited to, websites, blogs, social media accounts and
applications (hereinafter "Documents"), prepared or caused to be prepared by Consultant,
its officers, employees, agents and subcontractors, in the course of implementing this
Agreement, shall become the exclusive property of City, and City shall have the sole right
to use such materials in its discretion without further compensation to Consultant or any
other party. Additionally, all material posted in cyberspace by Consultant, its officers,
employees, agents and subcontractors, in the course of implementing this Agreement,
shall become the exclusive property of City, and City shall have the sole right to use such
materials in its discretion without further compensation to Consultant or any other party.
Consultant shall, at Consultant's expense, provide such Documents, including all logins
and password information to City upon prior written request.
Z & K Consultants, Inc. Page 6
17.2 Documents, including drawings and specifications, prepared by Consultant
pursuant to this Agreement are not intended or represented to be suitable for reuse by
City or others on any other project. Any use of completed Documents for other projects
and any use of incomplete Documents without specific written authorization from
Consultant will be at City's sole risk and without liability to Consultant. Further, any and
all liability arising out of changes made to Consultant's deliverables under this Agreement
by City or persons other than Consultant is waived against Consultant, and City assumes
full responsibility for such changes unless City has given Consultant prior notice and has
received from Consultant written consent for such changes.
17.3 Computer Aided Design and Drafting ("CADD") data delivered to City shall
include the professional stamp of the engineer or architect in charge of or responsible for
the Work. City agrees that Consultant shall not be liable for claims, liabilities or losses
arising out of, or connected with (a) the modification or misuse by City, or anyone
authorized by City, of CADD data; or (b) any use by City, or anyone authorized by City,
of CADD data for additions to this Project, for the completion of this Project by others, or
for any other Project, excepting only such use as is authorized, in writing, by Consultant.
By acceptance of CADD data, City agrees to indemnify Consultant for damages and
liability resulting from the modification or misuse of such CADD data. All original drawings
shall be submitted to City in the version of AutoCAD used by the City in .dwg file format,
and should comply with the City's digital submission requirements for improvement plans
available from the City's Public Works Department.
17.4 All improvement and/or construction plans shall be plotted on standard
twenty-four inch (24") by thirty-six inch (36") paper size. Consultant shall provide to City
digital `As -Built' drawings in both AutoCAD and Adobe PDF file format within thirty (30)
days after finalization of the Project.
18. CONFIDENTIALITY
All Documents, including drafts, preliminary drawings or plans, notes and
communications that result from the Services in this Agreement, shall be kept confidential
unless City expressly authorizes in writing the release of information.
19. INTELLECTUAL PROPERTY INDEMNITY
Consultant shall defend and indemnify City, its agents, officers, representatives
and employees against any and all liability, including costs, for infringement or alleged
infringement of any United States' letters patent, trademark, or copyright, including costs,
contained in Consultant's Documents provided under this Agreement.
20. RECORDS
Consultant shall keep records and invoices in connection with the Services to be
performed under this Agreement. Consultant shall maintain complete and accurate
records with respect to the costs incurred under this Agreement and any Services,
expenditures and disbursements charged to City, for a minimum period of three (3) years,
or for any longer period required by law, from the date of final payment to Consultant
Z & K Consultants, Inc. Page 7
under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of City to examine, audit and make transcripts or
copies of such records and invoices during regular business hours. Consultant shall allow
inspection of all Work, data, Documents, proceedings and activities related to the
Agreement for a period of three (3) years from the date of final payment to Consultant
under this Agreement.
21. WITHHOLDINGS
City may withhold payment to Consultant of any disputed sums until satisfaction of
the dispute with respect to such payment. Such withholding shall not be deemed to
constitute a failure to pay according to the terms of this Agreement. Consultant shall not
discontinue Work as a result of such withholding. Consultant shall have an immediate
right to appeal to the City Manager or designee with respect to such disputed sums.
Consultant shall be entitled to receive interest on any withheld sums at the rate of return
that City earned on its investments during the time period, from the date of withholding of
any amounts found to have been improperly withheld.
22. ERRORS AND OMISSIONS
In the event of errors or omissions that are due to the negligence or professional
inexperience of Consultant which result in expense to City greater than what would have
resulted if there were not errors or omissions in the Work accomplished by Consultant,
the additional design, construction and/or restoration expense shall be borne by
Consultant. Nothing in this Section is intended to limit City's rights under the law or any
other sections of this Agreement.
23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS
City reserves the right to employ other Consultants in connection with the Project.
24. CONFLICTS OF INTEREST
24.1 Consultant or its employees may be subject to the provisions of the
California Political Reform Act of 1974 (the "Act") and/or Government Code §§ 1090 et
seq., which (1) require such persons to disclose any financial interest that may
foreseeably be materially affected by the Work performed under this Agreement, and (2)
prohibit such persons from making, or participating in making, decisions that will
foreseeably financially affect such interest.
24.2 If subject to the Act and/or Government Code §§ 1090 et seg., Consultant
shall conform to all requirements therein. Failure to do so constitutes a material breach
and is grounds for immediate termination of this Agreement by City. Consultant shall
indemnify and hold harmless City for any and all claims for damages resulting from
Consultant's violation of this Section.
Z & K Consultants, Inc. Page 8
25. NOTICES
25.1 All notices, demands, requests or approvals, including any change in
mailing address, to be given under the terms of this Agreement shall be given in writing,
and conclusively shall be deemed served when delivered personally, or on the third
business day after the deposit thereof in the United States mail, postage prepaid, first-
class mail, addressed as hereinafter provided.
25.2 All notices, demands, requests or approvals from Consultant to City shall
be addressed to City at:
Attn: Director of Public Works
Public Works
City of Newport Beach
100 Civic Center Drive
PO Box 1768
Newport Beach, CA 92658
25.3 All notices, demands, requests or approvals from City to Consultant shall
be addressed to Consultant at:
Attn: Crystal Fraire
Z & K Consultants, Inc.
473 E. Carnegie Drive, Suite 200
San Bernardino, CA 92400
26. CLAIMS
Unless a shorter time is specified elsewhere in this Agreement, before making its
final request for payment under this Agreement, Consultant shall submit to City, in writing,
all claims for compensation under or arising out of this Agreement. Consultant's
acceptance of the final payment s hall constitute a waiver of all claims for compensation
under or arising out of this Agreement except those previously made in writing and
identified by Consultant in writing as unsettled at the time of its final request for payment.
Consultant and City expressly agree that in addition to any claims filing requirements set
forth in the Agreement, Consultant shall be required to file any claim Consultant may have
against City in strict conformance with the Government Claims Act (Government Code
sections 900 et seq.).
27. TERMINATION
27.1 In the event that either party fails or refuses to perform any of the provisions
of this Agreement at the time and in the manner required, that party shall be deemed in
default in the performance of this Agreement. If such default is not cured within a period
of two (2) calendar days, or if more than two (2) calendar days are reasonably required
to cure the default and the defaulting party fails to give adequate assurance of due
performance within two (2) calendar days after receipt of written notice of default,
specifying the nature of such default and the steps necessary to cure such default, and
Z & K Consultants, Inc. Page 9
thereafter diligently take steps to cure the default, the non -defaulting party may terminate
the Agreement forthwith by giving to the defaulting party written notice thereof.
27.2 Notwithstanding the above provisions, City shall have the right, at its sole
and absolute discretion and without cause, of terminating this Agreement at any time by
giving no less than seven (7) calendar days' prior written notice to Consultant. In the
event of termination under this Section, City shall pay Consultant for Services
satisfactorily performed and costs incurred up to the effective date of termination for which
Consultant has not been previously paid. On the effective date of termination, Consultant
shall deliver to City all reports, Documents and other information developed or
accumulated in the performance of this Agreement, whether in draft or final form.
28. STANDARD PROVISIONS
28.1 Recitals. City and Consultant acknowledge that the above Recitals are true
and correct and are hereby incorporated by reference into this Agreement.
28.2 Compliance with all Laws. Consultant shall, at its own cost and expense,
comply with all statutes, ordinances, regulations and requirements of all governmental
entities, including federal, state, county or municipal, whether now in force or hereinafter
enacted. In addition, all Work prepared by Consultant shall conform to applicable City,
county, state and federal laws, rules, regulations and permit requirements and be subject
to approval of the Project Administrator and City.
28.3 Waiver. A waiver by either party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent breach
of the same or any other term, covenant or condition contained herein, whether of the
same or a different character.
28.4 Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged herein.
No verbal agreement or implied covenant shall be held to vary the provisions herein.
28.5 Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Scope of Services or any other
attachments attached hereto, the terms of this Agreement shall govern.
28.6 Interpretation. The terms of this Agreement shall be construed in
accordance with the meaning of the language used and shall not be construed for or
against either party by reason of the authorship of the Agreement or any other rule of
construction which might otherwise apply.
28.7 Amendments. This Agreement may be modified or amended only by a
written document executed by both Consultant and City and approved as to form by the
City Attorney.
Z & K Consultants, Inc. Page 10
28.8 Severability. If any term or portion of this Agreement is held to be invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions of this Agreement shall continue in full force and effect.
28.9 Controlling Law and Venue. The laws of the State of California shall govern
this Agreement and all matters relating to it and any action brought relating to this
Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
28.10 Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because race, religious creed, color, national origin,
ancestry, physical handicap, medical condition, marital status, sex, sexual orientation,
age or any other impermissible basis under law.
28.11 No Attorneys' Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorneys' fees.
28.12 Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one (1) and the same instrument.
[SIGNATURES ON NEXT PAGE]
Z & K Consultants, Inc. Page 11
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORN Y'S OFFICE
Date: l 2�
y:
f6111-ar C. �rp itc% I y3 vcy
Attor e
ATTEST:
Date: k-15 ' Z✓
By:
Leilani I. Brown
City Clerk
CITY OF NEWPORT BEACH,
a California municipal corporation
n n+o
CONSULTANT: Z & K Consultants, Inc.,
a California corporation
Date:
Signed in Counterpart
By:
Crystal Faqih
Chief Executive Officer
Date:
Signed in Counterpart
Zack Faqih
Chief Financial Officer
[END OF SIGNATURES]
Attachments: Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
Z & K Consultants, Inc. Page 12
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORN Y'S OFFICE
Date: 1 2-
jenr'�
may:
VAt'torKe
C. rp ��� y� vc�
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By: .
Noah Blom
Mayor
ATTEST: CONSULTANT: Z & K Consultants, Inc.,
Date: a California corporation
Date: 1 /r 3 01.) 3
By: By:
Leilani I. Brown Crysta agih
City Clerk Chief Executive Officer
Date: I ` 3 U — 7z, 2-3
By: �D.A--f —�
Zack Faqih
Chief Financial Officer
[END OF SIGNATURES]
Attachments: Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
Z & K Consultants, Inc. Page 12
EXHIBIT A
SCOPE OF SERVICES
The following is a list of project management services that may be required:
Project management services shall include all management services required to complete
the design and construction of City capital improvement and maintenance projects,
including streets improvements, parks, facility improvements and rehabilitations, and
other public infrastructure projects.
Consultant shall provide in-house services, or capacity to subconsult, for the following
areas:
• Prepare a scope of work to be used to direct either in-house or consultant design
after meeting with staff and operations teams for the facility.
• Provide public outreach services (i.e., town hall meetings, HOA meetings, City
Council meetings, etc.)
• Provide scoping services for future improvements to the City's various master
plans
• Administer project compliance with relevant permits and entitlements including
Coastal Commission
• Interdepartmental coordination of facility improvements
• Provide prioritization of various program projects based on funding and criticality
of the work
• Preparation of plans and specifications
• Provide bid support
• Provide construction management support and oversight, if required
• Other project management -related tasks, as necessary
Z & K Consultants, Inc. Page A-1
EXHIBIT B
SCHEDULE OF BILLING RATES
BILLING RATES
Title Rate
Senior Project Manager $148.00
Project Manager $142.00
Z & K Consultants, Inc. Page B-1
EXHIBIT C
INSURANCE REQUIREMENTS — PROFESSIONAL SERVICES
1. Provision of Insurance. Without limiting Consultant's indemnification of City, and
prior to commencement of Work, Consultant shall obtain, provide and maintain at
its own expense during the term of this Agreement, policies of insurance of the
type and amounts described below and in a form satisfactory to City. Consultant
agrees to provide insurance in accordance with requirements set forth here. If
Consultant uses existing coverage to comply and that coverage does not meet
these requirements, Consultant agrees to amend, supplement or endorse the
existing coverage.
2. Acceptable Insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact
business of insurance in the State of California, with an assigned policyholders'
Rating of A- (or higher) and Financial Size Category Class VII (or larger) in
accordance with the latest edition of Best's Key Rating Guide, unless otherwise
approved by the City's Risk Manager.
3. Coverage Requirements.
A. Workers' Compensation Insurance. Consultant shall maintain Workers'
Compensation Insurance, statutory limits, and Employer's Liability
Insurance with limits of at least one million dollars ($1,000,000) each
accident for bodily injury by accident and each employee for bodily injury by
disease in accordance with the laws of the State of California, Section 3700
of the Labor Code.
Consultant shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement in favor of City, its City Council, boards
and commissions, officers, agents, volunteers and employees.
B. General Liability Insurance. Consultant shall maintain commercial general
liability insurance, and if necessary umbrella liability insurance, with
coverage at least as broad as provided by Insurance Services Office form
CG 00 01, in an amount not less than one million dollars ($1,000,000) per
occurrence, two million dollars ($2,000,000) general aggregate. The policy
shall cover liability arising from premises, operations, personal and
advertising injury, and liability assumed under an insured contract (including
the tort liability of another assumed in a business contract).
C. Automobile Liability Insurance. Consultant shall maintain automobile
insurance at least as broad as Insurance Services Office form CA 00 01
covering bodily injury and property damage for all activities of Consultant
arising out of or in connection with Work to be performed under this
Agreement, including coverage for any owned, hired, non -owned or rented
vehicles, in an amount not less than one million dollars ($1,000,000)
combined single limit each accident.
Z & K Consultants, Inc. Page C-1
D. Professional Liability Errors & Omissions Insurance. Consultant shall
maintain professional liability insurance that covers the Services to be
performed in connection with this Agreement, in the minimum amount of
one million dollars ($1,000,000) per claim and two million dollars
($2,000,000) in the aggregate. Any policy inception date, continuity date,
or retroactive date must be before the Effective Date of this Agreement and
Consultant agrees to maintain continuous coverage through a period no
less than three years after completion of the Services required by this
Agreement.
4. Other Insurance Requirements. The policies are to contain, or be endorsed to
contain, the following provisions:
A. Waiver of Subrogation. All insurance coverage maintained or procured
pursuant to this Agreement shall be endorsed to waive subrogation against
City, its City Council, boards and commissions, officers, agents, volunteers
and employees or shall specifically allow Consultant or others providing
insurance evidence in compliance with these requirements to waive their
right of recovery prior to a loss. Consultant hereby waives its own right of
recovery against City, and shall require similar written express waivers from
each of its subconsultants.
B. Additional Insured Status. All liability policies including general liability,
excess liability, pollution liability, and automobile liability, if required, but not
including professional liability, shall provide or be endorsed to provide that
City, its City Council, boards and commissions, officers, agents, volunteers
and employees shall be included as insureds under such policies.
C. Primary and Non Contributorx. All liability coverage shall apply on a primary
basis and shall not require contribution from any insurance or self-insurance
maintained by City.
D. Notice of Cancellation. All policies shall provide City with thirty (30)
calendar days' notice of cancellation (except for nonpayment for which ten
(10) calendar days' notice is required) or nonrenewal of coverage for each
required coverage.
5. Additional Agreements Between the Parties. The parties hereby agree to the
following. -
A. Evidence of Insurance. Consultant shall provide certificates of insurance to
City as evidence of the insurance coverage required herein, along with a
waiver of subrogation endorsement for workers' compensation and other
endorsements as specified herein for each coverage. Insurance certificates
and endorsement must be approved by City's Risk Manager prior to
commencement of performance. Current certification of insurance shall be
kept on file with City at all times during the term of this Agreement. The
certificates and endorsements for each insurance policy shall be signed by
a person authorized by that insurer to bind coverage on its behalf. At least
Z & K Consultants, Inc. Page C-2
fifteen (15) days prior to the expiration of any such policy, evidence of
insurance showing that such insurance coverage has been renewed or
extended shall be filed with the City. If such coverage is cancelled or
reduced, Consultant shall, within ten (10) days after receipt of written notice
of such cancellation or reduction of coverage, file with the City evidence of
insurance showing that the required insurance has been reinstated or has
been provided through another insurance company or companies. City
reserves the right to require complete, certified copies of all required
insurance policies, at any time.
B. City's Right to Revise Requirements. City reserves the right at any time
during the term of the Agreement to change the amounts and types of
insurance required by giving Consultant sixty (60) calendar days' advance
written notice of such change. If such change results in substantial
additional cost to Consultant, City and Consultant may renegotiate
Consultant's compensation.
C. Right to Review Subcontracts. Consultant agrees that upon request, all
agreements with subcontractors or others with whom Consultant enters into
contracts with on behalf of City will be submitted to City for review. Failure
of City to request copies of such agreements will not impose any liability on
City, or its employees. Consultant shall require and verify that all
subcontractors maintain insurance meeting all the requirements stated
herein, and Consultant shall ensure that City is an additional insured on
insurance required from subcontractors. For CGL coverage,
subcontractors shall provide coverage with a format at least as broad as CG
20 38 04 13.
D. Enforcement of Agreement Provisions. Consultant acknowledges and
agrees that any actual or alleged failure on the part of City to inform
Consultant of non-compliance with any requirement imposes no additional
obligations on City nor does it waive any rights hereunder.
E. Requirements not Limiting. Requirements of specific coverage features or
limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided
by any insurance. Specific reference to a given coverage feature is for
purposes of clarification only as it pertains to a given issue and is not
intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Consultant maintains higher
limits than the minimums shown above, the City requires and shall be
entitled to coverage for higher limits maintained by the Consultant. Any
available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to the City.
F. Self -insured Retentions. Any self -insured retentions must be declared to
and approved by City. City reserves the right to require that self -insured
retentions be eliminated, lowered, or replaced by a deductible. Self-
Z & K Consultants,"Inc. Page C-3
insurance will not be considered to comply with these requirements unless
approved by City.
G. City Remedies for Non -Compliance. If Consultant or any subconsultant fails
to provide and maintain insurance as required herein, then City shall have
the right but not the obligation, to purchase such insurance, to terminate this
Agreement, or to suspend Consultant's right to proceed until proper
evidence of insurance is provided. Any amounts paid by City shall, at City's
sole option, be deducted from amounts payable to Consultant or reimbursed
by Consultant upon demand.
H. Timely Notice of Claims. Consultant shall give City prompt and timely notice
of claims made or suits instituted that arise out of or result from Consultant's
performance under this Agreement, and that involve or may involve
coverage under any of the required liability policies. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to
monitor the handling of any such claim or claims if they are likely to involve
City.
Consultant's Insurance. Consultant shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of the
Work.
Z & K Consultants, Inc. Page C-4
In
MN
=1 --t
LL
I
��It�}}j11,4111 `im o�
_ -A -'
K
s
r
REQUEST FOR COST PROPOSAL
DESIGN/PRECON AND CONSTRUCTION
MANAGEMENT SERVICES FOR THE SAN MIGUEL
PLAYGROUND ACCESSIBILITY PROJECT
CONSULTANTS BUILDING SOLUTIONS July 27, 2023
COST PROPOSAL
July 27, 2023
Peter Tauscher, PE
City of Newport Beach
100 Civic Center Drive
Newport Beach, CA 92660
Subject: Cost Proposal for Design/Preconstruction and Construction Management Services for the San Miguel
Playground Accessibility Project
Dear Mr. Tauscher,
Z&K Consultants Inc. (Z&K) proudly presents our cost proposal for Design/Preconstruction and Construction Management
Services for the San Miguel Playground Accessibility Project Improvements Project, under the On -Call Professional
Project Management Services. Our not -to -exceed total lump sum fee for Construction Management Services is
$49,968.00.
The fee proposal is based on our prior experience with similar projects. Z&K Consultants based our cost proposal on the
scope of work provided by the City. This Cost Proposal is for all services required to deliver this project. This is a not -to -
exceed amount. Our team will complete the maps and specifications, survey to verify ramp improvements, bid support,
and construction management services during construction.
All prevailing wage requirements will be followed by the team. All team members are in conformance with the State of
California Labor compliance requirements. Rates included in our Cost Proposal are fully billable rates. All overhead costs
are included. All insurance will be in force at the time of contract execution.
Below is a table with the hourly rate schedule based on the On -Call Professional Project Management Services Cost
Proposal. The fee proposal is based on our prior experience with similar projects. This Cost Proposal is for all services
required to deliver this project. This is a not -to -exceed amount. Our team will complete the maps and specifications,
survey to verify ramp improvements, bid support, and construction management services during construction.
ProposalCost
Senior Project
Senior Project
Project
Survey/
Manager -
Manager-
Manager -
Drone
Drafting
Total
Tom Dawson
Anthony Flores
Crystal Fraire
Services
Hourly Rate*
$ 148.00
$ 148.00
$ 142.00
-
$ 95.00
-
Design/Preconstruction
40
80
16
$ 1,200.00
40
$25,032.00
Construction
8
60
12
0
0
$11,768.00
Project Closeout
0
20
0
0
0
$2,960.00
Meetings (3-Desin, 1-
Public, and Weekly
30
30
4
0
8
Construction Meetings)
$10,208.00
Total Hours
78
190
32
-
48
-
Total Cost
$11,544.00
$28,120.00
$4,544.00
$1,200.00
$4,560.00
$49,968.00
*Number of hours can be adjusted to fit the City Project needs.
Z&K Consultants commits that all assigned personnel will not be removed or replaced without prior written City approval.
Key personnel will be available to the extent proposed for the duration of the contract. Our proposed and fully committed
team is fully capable and exceptionally qualified. They have held many leadership roles and supervisory management
positions in many local agencies including the private and public sectors. All can multi -task, are multi -disciplined, and
have a full understanding of all aspects of the proposed project requirements.
will serve as the contact person for the full duration on the contract and I am authorized to bind the firm to the terms of
the cost proposal. By signing below, I attest that all information submitted is true and accurate. This proposal shall remain
valid for a period of not less than 90 days from the date of submittal. The payment terms shall be net thirty (30) days. We
are excited about this opportunity to serve the City and are committed to the successful completion the City's
important project.
Sincerely,
C C6�:—azvz
Z&K Consultants Inc.
17130 Van Buren Blvd. 1 #122 1 Riverside, CA 92504
951.310.7470 1 cfraire@zandkconsultants.com
Approved By:
On -Call 9136-3
24P01-DESIGN-141-UNASSIGNED
$49,968
TAS
8/10/23
CONSULTANTS
BUILDING SOLUTIONS
CITY OF NEWPORT BEACH
• SAN MIGUEL PARK IMPROVEMENTS �,
BUILDINGCDBG
O'9LIFORRIP
Activity ID
Activity Name
Original Duration
Remaining
Duration
Schedule %
Complete
Start
Finish
12024
Aug
Sep Oct Nov Dec
Jan Feb Mar Apr
May
Jun
Jul
Aug
lk - . -
0
0
�'
0%
®
02Au -23 06-Feb-24
02 Aug-23*
03 May 24, NBSMP SAN MIGUEL PARK
06-Feb-�4, NBSMP.1 j PS&E PHASE
esign Focus Meeting, 02-Aug-23*
Preliminary Design Concept
City Review of Preliminary Design Concept & Provide Comments)
-----------, --------------
75% Plans
O City Review of 75% (Plans and Provide Comments
0 95% Plans and Specs Submittal
City Reivew of 95% Plans and Provide Comments
�I 100% Plan and Specs Submittal
%Plans and Provide Comments
0 City Review of 100 -
Final Bid Ready (Set Submittal
♦ Bid Support/Posting, 21-Dec-23*
♦ Bids Recieved,
♦ Long Lead Time Ordering (50 CALENDAR DAYS), 05-Feb-24'
1 Pre -Construction & CDBG Req Meeting
03-May-24, NBSMP.2 (CONSTRUCTION
■ Mobilization
bemolition/Backfill of Playground Areas:
M Construct;Concrete Ramp, Sidewalk end Misc Curti
L----------------------------------------------------------- ------------ ------------ L-----------
Install:Playground and Park Equipment
Playground Resurfacing
Final Clean Up & Project Closeout
NBSMP.1 PS&E PHASE 9ff=128
irai D1000 Design Focus Meeting
D1010 Preliminary Design Concept
0%
11
11
0%
02Aug-23*
16-Aug-23
W D1020
City Review of Preliminary Design Concept & Provide
Comments
11
11
0%
16 Aug-23*
30Aug-23
D1030
75% Plans
19
19
0%
31Aug-23*
27-Sep-23
W D1040
City Review of 75% Plans and Provide Comments
11
11
0%
27Sep-23*
11-W-23
D1050
95% Plans and Specs Submittal
16
16
0%
11-Oct-23*
01-Nov -23
W D1060
City Reivew of 95% Plans and Provide Comments
10
10
0%
01-Nov-23*
15-Nov-23
D1070
100% Plan and Specs Submittal
0
City Review of 100% Plans and Provide Comments
9
9
0%
15-Nov-23*
294N6v-23
W D1080
11
11
0
0 /°
29-Nov-23 *
13-Deo-23
D1090
Final Bid Ready Set Submittal
Bid Support/Posting
Bids Recieved
Long Lead Time Ordering (50 CALENDAR DAYS)
6
6
0%
13-Deo-23* 20 Dec-23
21-Deo-23*
D1100
0
0
0%
D1110
0
0
0%
11,Jan-24
W D1120
0
0
0%
05-Feb-24*
D1130 Pre -Construction & CDBG Req Meeting
NBSMP.2 CONSTRUCTION
C1000 Mobilization
1
1
0%
0%
0%
05-Feb-24*
04-Mar-24
04-Mar-24*
06-Feb-24
03-May-24
08-Mar-24
5
5
C1010
Demolition/Backfill of Playground Areas
Construct Concrete Ramp, Sidewalk and Misc Curb
12
12
0%
11-Mar-24*
26-Mar--24
C1020
5
5
0%
27-Mar-24*
02-Apr-24
C1030
Install Playground and Park Equipment
Playground Resurfacing
7
7
0%
03-Apr-24*
11Apr-24
W C1040
5
5
0%
12Apr-24*
18-Apr-24
W C1050
Final Clean Up & Project Closeout
11
11
0%
19-Apr-24*
03-May-24
Actual Level of Effort O Remaining Work ♦ ♦ Milestone I Page 1 of 1
�I Actual Work p Critical Remaining Work summary
UNDERSTANDING OF NEED
The Z&K Team outline for understanding the needs of the project includes anticipated approach, tasks
necessary for successful completion, deliverables, and suggestions and special concerns that the City
should be made aware of. Any assumptions and exclusions used in preparation of the scope of work
and associated fee are explained. The City's goal for this improvement project is to improve the accessibility
of the San Miguel Park from the parking lot to the playground area. This project has CDBG funding and
documentation must be maintained in accordance with the funding requirements. We understand the
importance of this impactful project to the vibrant community within Newport Beach and neighboring
communities. We understand the challenges of the density, demographics, and physical characteristics of San
Miguel's Park Improvements. We understand the City's vision plan and share the City's passion and
determination to deliver a successful project that positively impacts the community. We carry the same important
principals identifying the great importance that this park serves. We understand the demographics of the
multiple neighborhoods surrounding the park and the impact that it will serve to the community.
The Z&K Team UNDERSTANDS THE NEED of this project, and in response, has set up an experienced and
responsive team that has already starting to review and handle the project to prepare construction plans the
technical specifications and special provisions, cost estimates, the pre -construction tasks, CDBG, and ADA
requirements.
The Z&K Team conducted a site visit and completed a project goal summary for San Miguel Park.
The Z&K Team approach includes tasks necessary for successful project completion, such as completing a
preliminary constructability review and considering alternative construction methods that allow for cost and
schedule savings. To deliver effective cost and schedule control, proper review time which allows for the
identification of potential problems encountered during construction, as well as cost and savings opportunities
must be a top priority. Upon notice -to proceed, our in-house design team will conduct a more thorough
constructability review that will focus on anticipating issues in the field and resolving them through fast and
flexible upfront problem solving. Our team will provide a comprehensive plan of the work that is to take place to
be included in the project plans, specifications, and prepare all necessary CDBG required documents to be
included in the project. This approach will result in timely completion of work, claims avoidance, and reduction
of public inconvenience. In addition, Z&K Team will provide a CPM project schedule in which will show a
complete overview of all major milestones that are to be met during the pre -construction, construction, and post -
construction process. The schedule will detail all relevant paperwork that is to be submitted and received in
accordance with the CDBG requirements, long lead items that will need to be ordered, progression of work, and
close out.
Our team will provide design services, labor compliance, and
that a City Inspector will perform the daily inspections during
• Preparing preliminary design concepts
75-, 95- and 100-percent design packages to include
• Meetings: 3-design, 1-public, and weekly constructior
• Construction Management and Project Closeout
• Labor Compliance
UNDERSTANDING OF CDBG REQUIREMENTS
construction management services. It is assumed
the project. We will provide:
PS&E
meetings
A summary outline of the CDBG requirements that will be included in the NIB package before the time of bid
necessary for the contractor to review and understand as outlined by HUD below.
1. Summary of Contract Provisions for Inclusion in the Notice of Inviting Bids for a Federally Funded Project
2. Federal Labor Standards Provisions — HUD — 4010
3. Federal Equal Employment Opportunity/Affirmative Action Provisions
4. Contracting with Small Business, Minority Firms, Women's Business Enterprise, and Labor Surplus Area
Firms
5. Compliance with Clean Air and Water Acts
6. Prime Contract's List of Proposed Subcontractors
7. Prime Contractor File Checklist
8. Certification of Understanding and Payroll Authorization
9. Report of Additional Classification and Rate
10. Non -Segregated Facilities Certification
11. Past Performance Certification
12. Notice of Equal Employment Opportunity
13. Federal Lobbyist Certification
14. County Lobbyist Certification
15. Fringe Benefit Payment Certification
16. Statement of Compliance
CITY OF NEWPORT BEACH I SAN MIGUEL PARK IMPROVEMENTS
17. Agency Report and Contract Award
18. Section 3 Clause and Program Forms
19. Worker's Compensation Certification
20. Federal Wage Decision
Upon award of contract the Z&K team will prepare a
necessary documentation to be completed, items to be
held to throughout the project duration. Outlined below is
at the Pre -Construction Meeting.
welcome package for the contractor to include all
prepared for in construction, and requirements to be
a summary of the requirements that will be discussed
1. Contractor Information Form
2. Contractor's Notification of Subcontracts Awarded
3. Equal Employment Opportunity Certification
4. Federal Labor Standards Provisions — HUD Form 4010
5. Certification with regard to the Performance of Previous Contractor or
Equal Opportunity Clause and the Filing of Required Reports — Contract
6. Federal Lobbyist Certification
7. Non -Segregated Facilities Certification — Contract over at/$10,000
8. Non -Collusion Affidavit
9. Compliance with Clean Air and Water Acts — Contracts at/over $100,000
10. Worker's Compensation Certification
11. Section 3 Declaration of Intent to Comply
12. Section 3 Economic Opportunity Plan
13. Project Announcement — Section 3
14. Section 3 Business Concern Certification
15. Certification of Understanding and Authorization
16. DAS 140 and 142
17. Fringe Benefit Statement
Subcontractors Subject to the
at/over $10,000
In addition to these required documents the Z&K Team will review/require from the Contractor certified payroll,
Statement of compliance, statement of Non Performance, Authorization of Payroll Deduction, Apprentice
Certification, Section 3 Worker Certification Form, and will also conduct interviews with Employees to ensure
prevailing wages are getting paid per Federal Requirements.
Monthly Submittals will entail CAC2 with proof of payment for Non -Union Contractor in which the contractor is
to pay the hourly training contribution for each craft worker on the project. Monthly trust Funds report with proof
of payment or trust funds confirmation letter for Union Contractors in which the contractor shall pay the hourly
contribution as set forth with their unions will be tracked by the Z&K Team.
Final Submittals will include the last payroll, Section 3 Compliance Report, Section 3 Contractor Outreach
Efforts, Final Certification for Labor Compliance as well as handle any discrepancies that may arise.
The Z&K Team is well-rounded with expertise that will pinpoint concerns and items that need to be addressed
prior and during construction.
LABOR COMPLIANCE
This project has CDBG funding and the labor compliance must be documented accordingly. Z&K will assist
the City in meeting labor compliance requirements, including, but not limited to, ensuring compliance with
prevailing wage requirements, auditing certified payroll records and related documentation, and ensuring that
all required documentation has been received and work completed. We also will be required to identify potential
labor compliance claim issues before they arise and investigate complaints of underpayment. We will conduct
on -site investigative activities to resolve worker complaints and other identified prevailing wage violations and
will provide monthly reports containing sufficient data to enable evaluation of both progress and problems. Z&K
will perform labor compliance reviews in accordance with the Department of Industrial Relations (DIR). Z&K
labor compliance officer will conduct weekly field interviews with workers from each labor trade to verify that
actual prevailing wages and fringe benefits distributed to workers follow applicable laws and certified payroll
reports submitted by the contractor and subcontractors. The Z&K team will request certified payroll reports and
receipts of submission of certified payroll to the DIR from the contractor and subcontractors monthly. Z&K will
immediately inform the City of any discrepancies or violations discovered during field interviews.
CONSTRUCTION MANAGEMENT (INSPECTION NOT INCLUDED, ASSUMED CITY INSPECTOR WILL BE
PERFORMING DAILY INSPECTIONS)
1. Manage the construction of this CIP project to ensure compliance with the Plans, Specifications, and other
requirements, such as but not limited to the Contracts, Traffic Control, Cal -OSHA Standards, Outside Agency
Permits, Standard Plans, and other projects requirements. I The Z&K team has the knowledge, skill, and
experience to ensure that all project services required for this contract are coordinated and delivered in accordance
with the plans and specifications. Z&K has carefully selected this "A -Team" of and committed our most qualified staff
for the duration of the contract to deliver a successful project. The assigned Z&K Inspector and Resident Engineer are
CITY OF NEWPORT BEACH I SAN MIGUEL PARK IMPROVEMENTS
committed to provide their services at all times required by the contract. Our proposed personnel have successfully
provided construction management and inspection for a variety of projects. Z&K will ensure that the construction of this
project is in compliance with traffic control, Cal -OSHA standards, outside agency permits, etc.
2. Prepare for Agency review and signature correspondence with: contractor, designer, and regulatory agencies.
Z&K will prepare for Agency review and signature correspondence with the contractor, designer, and regulatory
agencies.
3. Attend pre -construction and progress meetings and prepare agendas and minutes. I Z&K will schedule,
coordinate, and conduct a pre -construction conference with the City, affected agencies, and the Contractor, as well as
the design engineer, utilities and other agencies, as well as progress meetings. An agenda will be prepared in advance
to notify attendees of key items for discussion. At the pre -construction conference, we will discuss concerns, and
establish the protocol to be used throughout the project. The meeting will highlight the contractor's responsibility for
items such as order of work, permit and environmental agreements, safety and access, progress pay requests, labor
compliance, submittals, RFIs, CCOs, quality control, materials certification, schedule updates, and weekly meetings.
Z&K will review the baseline schedule and verify that it meets all the required information prior to issuing the Notice to
Proceed to the Contractor. Z&K will prepare and promptly distribute meeting minutes to all attendees.
4. Coordinate with agency and contractor a Public Outreach Program whereby residents, business owners, and
other parties are informed of lane closures and general progress of the project. I Z&K will assist the City in
forming and maintaining good relations with residents and businesses in surrounding neighborhood by providing
community outreach and a contact person to manage public relations for the duration of the project. At a minimum, the
Z&K team will establish and manage a construction 24-hour hotline (toll free number), website, and email address for
project stakeholders, property owners, interested parties, and the general public to call with construction issues and
concerns. All calls and public complaints will be documented and investigated, and a monthly report will be provided to
the City. Z&K will manage and track public inquiries for the Contractor and for the City and will advise of any concerns
and findings. Additionally, Z&K will develop a neighborhood affairs strategy for any property owners, businesses, and
the general public that will be affected by any lane closures, etc. This will include the preparation and distribution of
information materials for the affected public, including fact sheets and project updates.
5. Prepare monthly costs progress reports and contract change orders for agency review and approval. I Z & K
will take the lead to ensure a cost management system is properly implemented and maintained. Z&K's cost
management role will be in two parts. The first is to track the value of the completed work to ensure accurate and
detailed monthly progress billing by the contractor. Secondly, Z&K will proactively manage the change order process.
The monthly progress billing will be tied to the construction schedule. A cost loaded critical path method (CPM)
schedule is a valuable management tool. Each month, the Construction Inspector will review and approve the updated
cost loaded CPM. Work activities and material deliveries will be assigned the correct completion percentage by the
Contractor. This will be reviewed by the Construction Inspector and discrepancies will be addressed. If necessary, the
Contractor will revise and resubmit the schedule of values. This process ensures the Owner is accurately billed for the
completed work on a monthly basis. Changes in work and unforeseen conditions will be closely monitored. Any costs
for changes will be managed by the Z&K construction management team. An ongoing log of potential change issues
will be maintained. These issues will be discussed and updated at each weekly meeting.
6. Review contractor's weekly payroll for compliance with prevailing wages. Review contractor's progress
payment requests and recommend approval. I We will work closely under the direction of the City and with the
contractor to verify that the contractor's payments are processed, provide recommendations, and ensure they are
executed promptly by the contract documents and City's procedures. Z&K will ensure the Contractor submits certified
payroll reports with the progress payment requests. Z&K will reconcile the work done with the pay requests. Z&K will
work with the Contractor on required corrections to the pay requests and ensure that they are in the format and forms
required by the City. The pay requests will be submitted to the City with a statement that they have been reviewed and
recommend approvals. Z&K will perform labor compliance tasks including verifying certified payrolls, DBE utilization,
subcontractor utilization, and labor interviews. The Team will monitor compliance with prevailing wage requirements.
7. Review and approve storm water pollution prevention plan, as well as other pollution control requirements.
The Z&K Inspectors understand the importance of managing the Storm Water Pollution Prevention Plan (SWPPP) as
well as any other pollution control requirements. All Z&K Inspection staff will have completed their Qualified SWPPP
Practitioner (QSP) and/or Qualified SWPPP Developer (QSD) training, and the majority are QSP/D certified for the new
permitting guidelines.
8. Prepare "punch -list" of unfinished work and ensure that it is completed before "Notice of Completion" is
issued. I Our CM Engineer will take a proactive approach at processing close-out documentation by preparing a final
punch list, including guarantees/warranties, subcontractor liens, retention, and final acceptance/certificates of
completion, orderly transfer of key records and documents, resolution of outstanding issues, final payment preparation
and processing, and final acceptance or record drawings. Z&K will verify the completion of the final punch list when the
contractor has certified and demonstrated the work is substantially complete. The Team will develop and maintain
construction punch lists and coordinate the completion and correction of the punch list items with the Contractor. Z&K
will prepare the final punch list.
PROJECT CLOSEOUT
Z&K will conduct a final inspection and walk-through including City staff, Contractor, maintenance/service personnel,
project architect/design consultant, and all affected stakeholders. Our Resident Engineer will take a proactive approach
at processing close-out documentation by preparing a final punch list of items, which typically include
guarantees/warranties, subcontractor liens, retention, and final acceptance/certificates of completion, orderly transfer of
key records and documents, resolution of outstanding issues, final payment preparation and processing along with final
acceptance or record drawings. We will certify completion of the Project and recommend acceptance. Our Team will
finalize contract bid items, claims, change orders, and punch list items. We will prepare final reports, including reports of
completion for acceptance of the Project. We will finalize and deliver all construction files to the City for archives. Z&K will
provide an electronic copy of all reports and construction files to the City along with an electronic version of all record
drawings and files in PDF file format and AutoCAD version. We will address all unresolved issues including, but not limited
to, change orders, claims, etc. We will complete documentation required by the City and Funding Agency. Z&K will also
prepare required documents by the State Auditor to complete the audits of the project.
CITY OF NEWPORT BEACH I SAN MIGUEL PARK IMPROVEMENTS