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HomeMy WebLinkAboutItem 7.3 Bldg Law Enforcement Contract Review CITY OF DUBLIN AGENDA STATEMENT ` C"IT.'Y COUNCIL MEETING DATE: JUNE 9, 1992 SUBJECT: Building Law Enforcement Contract Services Review and Agreement Amendment (Taugher & Associates, Inc. ) Report Prepared by: Lou Ann Riera-Texeira, Assistant to the City Manager and Paul Rankin, Assistant City Manager) EXHIBITS: 1. Sample Customer Service Survey 2 . Summary of Survey Responses �. 3 . Workload Projections 4 . Resolution Approving Proposed Agreement 5 . May 20, 1992 Memo to City Manager from Assistant City Manager regarding Errors & Ommissions Insurance RECOMMENDATION: Review services and provide input on performance:. Approve and authorize the Mayor to execute the Proposed Agreement. FINANCIAL The proposed 1992-93 budget includes funding in STATEMENT: accordance with the terms and conditions of the attached agreement. The agreement proposes no increases in rates and a 33% ($3 ,000) reduction in the insurance surcharge. DESCRIPTION: The City of Dublin has utilized professional Building Inspection and Plan Checking Services provided by the firm of Taugher & Associates since 1983. The services provided are those which are typical of a Municipal Building and Safety Department. Current services provided include: Plan Checking; Inspection of Building Construction; Housing Code Enforcement; and Administration of the Building and Safety Department. The City provides secretarial support for the department with a City employee. Also, in the past, the City has provided an Intern to assist on special projects under the direction of the Building Official. Staffing Levels Mr. Taugher serves as the City' s Building Official and it is anticipated that in Fiscal Year 1991-92 that he will provide a total of approximately 1,006 hours of service. _ This service level equals approximately one half time position ( . 48 Full Time Equivalent) . Mr. Taugher provides general administration of the Building and Safety function, as well as conducting the initial Plan Review prior to issuance of permits. Mr. Taugher personally holds a certification as a licensed structural engineer. This allows the City to offer full service plan checking through one point of contact. In addition, Mr. Taugher has been active in the International Conference of Building Officials (ICBO) , which is responsible for developing the uniform building code. Mr. Taugher has also provided expert witness testimony for clients outside the City of Dublin. In the event of an absence, Mr. Taugher arranges for a qualified replacement to serve as Building Official. ---------------------------------------------------------------------- COPIES TO: i ITEM NO CITY CLERK FILE 1 4 r r r r Page 2 The availability of knowledgeable code enforcement personnel is important in protecting the safety of individuals who occupy buildings in the community and also in insuring that applicable codes and ordinances are adhered to. Staff feels confident that the level of services performed during the past year have been at an acceptable level. It is also clear that the credentials of the personnel providing Building Official services are at a superior level. In addition to Mr. Taugher' s personal services, his firm also provides personnel to conduct building inspections. In Fiscal Year . 1991-92, Mr. Taugher estimates that the City will receive a total of 2 ,117 hours of inspection services. This equates to approximately one full time Building Inspector position (1.02 FTE) . Staff believes that the current contract with Taugher & Associates provides the City staffing flexibility :which has allowed the City to respond to fluctuations in the building industry. The following chart identifies changes in the number of hours of service provided: HOURS OF SERVICE FY 1990-91 FY 1991-92 FY 1991-92 FY 1992-93 (Actual) (Budget) (Estimated) (Proposed) Building Official 1,255 1,100 1,006 1,000 Building Inspectors) 3,657 2,300 2,117 2,000 Total 4,912 3,400 3,123 3,000 As shown above, it is estimated that Taugher & Associates will provide approximately 36 . 4% fewer hours in Fiscal Year 1991-92 than were provided in Fiscal Year 1990-91. Further, it is projected that Taugher & Associates will provide approximately 4% fewer hours in Fiscal Year 1992-93 than are estimated for Fiscal Year 1991-92. The reasons for the reduced staffing levels are explained later in this report. Staff believes that the current contract has allowed the City to retain highly qualified individuals. Mr. Taugher' s involvement, with ICBO and his status as a Registered Engineer, provides the City with complete plan checking services on complex projects along with senior level inspection services. Office Availability The Building & Safety Office maintains the same hours as other City departments. The regular business hours are Monday through Friday, 8 : 00 a.m. to 5: 00 p.m. . The Building Official is typically available in the office between 8: 00 a.m. and 12:00 noon each weekday. Inspection staff members are available in the office between the hours of 8: 00 and 10: 00 a.m. each weekday. In addition, Mr. Taugher and his staff are available at other times to meet with members of - the public by special appointment. Page 3 City personnel provide staffing at the public counter throughout the workday. This includes- an Administrative Secretary assigned to the Building & Safety Department. This individual has been trained and is capable of processing applications and answering general questions regarding the business permit process. In the Secretary' s absence, other clerical staff have been cross-trained to provide general Building support services. Staff has been unable to identify any indicators that would support the need to modify the hours in.. which services are available at the public counter. Business License Activity; The City' s Business License program was implemented in October, 1990. The program requires that businesses be inspected for compliance with City codes including the Building Code. Conformance with Building and Safety Codes is important to protect the safety of those who enter these buildings. This includes the safety of emergency personnel responding to an incident. For example, an illegal mezzanine constructed in an industrial building would pose a safety threat in the event of a fire to firefighting personnel. Advance inspections of commercial buildings for new tenants can also save businesses money by reducing the potential of occupying the building premises which may require costly modification to accomodate their use. The following breakdown shows the workload impacts of the Business License Inspection program on the Building & Safety Department: FY 1991-92 FY 1992-93 (Estimated) (Projected) Rate Rate Hrs Per Hr Cost* Hrs Per Hr Cost* Building Official 38 $85. 00 $ 3,230 50 $85. 00 $ 4,250 Building Inspector 340 $54.00 .. $18,360 400 $54.00 $21,600 Total Hrs/Costs 378 $21,590 450 $25,850 Total * of Inspections 120 300** * Cost does not include Insurance Surcharge of $4.00/hour, which is added to the first 3,000 hours of service. ** Business license inspections to be conducted in Fiscal Year 1992-93 will involve re-inspections of industrial businesses and first time inspections of 25% of the commercial businesses in the City. This function accounted for 12.1% of the total estimated hours of service provided by Taugher & Associates during Fiscal Year 1991-92 . It is anticipated that this will increase to 15. 0% of the total hours during Fiscal Year 1992-93 . Business license activities completed in Fiscal Year 1991-92 included primarily follow-up inspections on original business license applications where problems arose. Business inspection activity planned for Fiscal Year 1992-93 will involve re-inspections of industrial businesses and first time .: inspections of 25% of the commercial businesses in the City. Thus, an increase in the number of hours is anticipated. Page 4 The Business License Inspection has been useful in identifying code violations and working with business to obtain compliance. Once the City has knowledge of violations, it is important to obtain the correction in order to protect public safety. Staff does, not recommend any reduction in the hours associated with this ;activity, since it is directly related to public safety. Public Education Program As part of the 1991 Goals & Objectives, Mr. Taugher proposed a pilot education program for residents. The intent was to develop workshops which would be presented to residents considering homeowner improve- ments. Sessions would be held either in the evening or on the week- end to maximize participation. The first workshop was presented in January of 1992 and eight residents attended. The workshop was 'advertised in the Recreation Department' s quarterly brochure which is mailed to all residents and property owners in the City. The brochure included information regarding the workshop and a sign-up card. In addition, two press releases were issued, advertising the workshops. Participants were asked to provide comments following the session. The comments received included the following: - "Very interesting. Would like to see more seminars, including other areas besides additions. " - "This was great and very helpful - My only suggestion would be to have some [typical] plot plans, sections and floor plan drawings in your handouts. Thanks again! " - "Vic did a good job. We learned alot. Dublin seems pro-active with homeowners regarding additions. etc. Thank you. " - "Good idea. I was pleased to see it offered. It cleared up many questions. Suggest covering examples like decks, gazebos, etc. " - "Informative, but very basic. Questions & answers very good. " A total of 8 hours is estimated for Fiscal Year 1991-92; with an associated cost of $712. The eight hours included workshop hours in addition to initial program development and preparation time. Mr. Taugher proposes to conduct two similar sessions in Fiscal Year 1992-93 . Accordingly, he estimates approximately 10 hours of staff time. The associated costs are estimated at $850. As the initial program development is now complete, the upcoming two sessions will involve workshop hours and minimal preparation time only. , Another component of the Public Education Program involves "one free hour" of building inspector services. The program is designed to assist homeowners who undertake projects without the assistance of a building contractor. The Building Inspector offers one "free hour" of service to the homeowner to provide technical assistance. When a permit is issued to an owner/builder (dwelling unit improvements only) , the Building Department presents the homeowner with an infor- mational flyer regarding the "one free hour of service". Mr. Taugher projects that a total of 30 hours for this program is estimated for Fiscal Year 1991-92; with an associated cost of $1,740. 1This represents only six months as this program was not :initiated until January of 1992. Mr. Taugher proposes approximately 60 hours ( $3, 240) in Fiscal Year 1992-93; this represents a full 12 months. Page 5 Both programs were implemented as a pilot programs, to be -evaluated at its conclusion. These types of programs cannot be expected to have a positive cost/benefit ratio. Further, it is difficult to measure savings/benefits to the homeowner. It is also diffi`cult to gauge how much time may have been saved by the City for inspections or plan checking. However, these programs do have a positive customer service impact. Further, the total cost of both programs represents approximately 20 of the total Building & Safety contract budget. Staff recommends reviewing the impact of these programs during future contract reviews. Customer Service Activities In keeping with the City' s ongoing commitment to customer service, the Building & Safety Department staff members completed the City' s customer service training during Fiscal Year 1991-92. The training was comprised of two 4-hour workshops plus one 2-hour follow-up session. The sessions focused on customer service image, attitude and responsibilities; effective communication skills; dealing with the difficult customer, etc. In addition, the City Manager' s Office, conducted a random customer service survey. The City randomly surveyed 200 ( 168) of those who obtained building permits during Calendar Year 1991 (see Exhibits 1 and 2) . Surveys were sent to: property owners and contractors performing both residential as well as non-residential work. Survey questions measured service in the area of application and/or plan check (office services) as well as building inspection (field services) . The survey recipients were provided with a postage paid return envelope. A totalof 42 completed surveys ( 25%) were returned. Respondents were asked to categorize the type of project as well as their relationship to the project. A breakdown of the respondents is shown below: SUMMARY OF TYPE OF RESPONDENTS of Those % of Those Type of Project Returned Relationship Returned Residential - 22 52. 4% Property Owner - 11 26. 20 Non-residential - 9 21 . 4% Contractor - 19 45. 2% Not Indicated - 11 26. 2% Other - 3 7. 1% Did Not Indicate - 9 21 . 4% Staff also analyzed the survey responses by the type of respondent ( i.e. , property owner vs. contractor) . There appears to be greater variances in comparing property owner with contractor responses as opposed to fewer variances noted in comparing residential to non- residential project customers. For example, in response to question 1 . a) "My application was processed in a timely manner" - on a scale of 1 to 5 ( 1 representing "Disagree" and 5 representing "Strongly Agree" ) the average contractor score was 3 .50 (with 15 of the 19 contractors responding) ; while the average property owner score was more favorable with at 4. 22 (with 9 of the 11 responding) . - Page 6 Due to the relatively small sample and the close ranking, staff focused on the total average for all respondents. One of the most important questions "I am satisfied with the overall service I received from the City Building Inspection and P1an 'Check department" showed an average score of 4.05 for all respondents. As shown lin Exhibit 2, the average response was overwhelmingly positive. In addition to a number of quantitative questions, the survey also included several open-ended questions along with a section for comments and suggestions for improving the Building Department. Some of the most common remarks included: - "Good cooperation and services. " - "Courteous and helpful counter service." - "Need faster plan check/permit services." - "Organized and efficient." - "Knowledgeable staff." Of the 42 survey responses received, 31 respondents provided additional comments. Of the comments received, 68% were positive, and the remaining 32% provided suggestions for improvement and/or negative comments. Suggestions for improvements, along with staff' s responses are shown below: 1. Concern: Issue over-the-counter permits for small jobs Response: Permits for minor work such as termite repairs, re-roofing, and replacing furnaces and water heaters are issued over the counter. Permits altering the building footprint or exterior elevation and location of spas, exterior air conditioning units and similar items require review by th�lanning Department 2. Concern: Update your Building and Electrical codes Response: Codes are updated every three years and will be updated again in July 1992. 3 Concern: Inspectors should schedule specific appointment times - not estimated appointments (e.g. between 10:00 a.m. and 1:00 p.m. or between 1:00 and 5:00 p.m. ) Response: Due to staffing, scheduling and workload fluctuations, it is difficult to schedule specific times for inspections. A three hour window in the morning and a similar window in the afternoon seems reasonable. 4. Concern: Would be helpful if someone in the Dept. spoke Spanish. Response: Spanish speaking personnel would be an asset to the City operation. Staff will evaluate the background of City personnel to assess bi-lingual skills of employees. S. Concern: Hire more inspectors Response: Currently, the workload indicators do not warrant additional staffing. 6. Concern: Faster plan checking Response: Constant efforts are made to expedite the plan checking process. The plan review process involves not only the Building Department, but all departments in Development Services along with Police and outside agencies including the Dougherty Regional Fire Authority and the Dublin San Ramon Services District. If the applicant has not submitted complete. information for any one of these entities to respond, the final-approval can be delayed. i Page 7 Good customer service promotes excellent public relations and cooperation from those served by the City. Staff will continue to evaluate the services provided to Dublin customers and implement changes as appropriate. Proposed Building & Safety Service Levels for 1992-93 Due to the steady decline in the residential building industry .'and the build out of large available sites within the City, the proposed service level for Fiscal Year 1992-93 is consistent with the estimated service level for Fiscal Year 1991-92. The following chart compares the proposed levels of 'service for Fiscal Year 1992-93 with the estimated levels of service for Fiscal Year 1991-92: # OF HOURS OF CONTRACT SERVICE Prior Yr Proposed Estimate 1992-93 1991-92 # Hours Building Official Plan Checking and Administration 960 940 Business License 38 50 Homeowner Education Program 8 10 Total Hours 1,006 1,000 Building Inspector Code Inspection 1,747 1,540 Business License 340 400 Homeowner Education Program 30 60 Total Hours 2,117 2,000 Total Contract Hours 3 ,123 3 ,000 This analysis is based upon the workload projections developed by Mr. Taugher (Exhibit 3) . This schedule attempts to project when construction activity will be occurring on some of the more significant projects in the City. The primary advantage of contracting this service is the ability to obtain less than full-time services during periods of low construction activity. Staff concludes that the estimated construction schedule represents this scenario. As identified in the workload projections the number of projects currently underway and the number projected results in a slightly reduced workload. Cost Per Inspection The City has also utilized the cost per inspection as an indicator of services rendered pursuant to the Taugher & Associates agreement. Data related to this measurement are shown below: Cost Per Inspection i Actual Actual Actual Estimated Projected 1988-89 1989-901990-91 1991-92 11992-93 Contract Cost $257,576 $281,337 $299,013 $212,300 $202,000 # of Inspections 7, 354 5,500 5,941 4,150 _ 4,000 $ Per Inspection $35. 02 $51.15 $50. 33 $51.16 $50. 50 Page 8 As shown above, the cost per inspection has increased slightly since 1990-91 . One reason for this is that the need for increased Building Official hours to address inspections and corrections required-as a result of the City' s Business License Ordinance. Also, the field workload has declined, this results in a higher proportion of the inspector' s time being office related. The projected 1992-93 cost per inspection is lower than the estimated cost for 1991-92 for the reasons previously discussed. Cost of Services The cost of providing Building & Safety services is directly affected by the level of construction activity within the City. As the number of inspections performed declines, the per unit cost will increase due to the fact that there is a built-in cost in providing these types of services. The use of contract personnel, instead of City personnel, for this service allows the City to adjust the service levels based upon construction activity. In addition, once the larger projects within the City' s existing boundaries are underway and under construction, the need for regular full-time personnel may be required. Thus, at that time it may be more cost effective to consider the use of an in-house Building & Safety staff. The cost of the Building & Safety activity is partially offset through building permit fees collected by the City. The City is currently utilizing a fee structure which was in place when the County had jurisdiction over this area in 1982. The City Council adopted a goal in 1991 directing staff to review the current building fee schedule and identify recommendations for appropriate fee adjustments. The review is currently underway and staff is planning to bring the recommended adjustments to the City Council for consideration in July of 1992. In reviewing building inspection revenue it is important to note that receipt of revenue does not always correspond with the time period in which the expense is incurred. For example, a developer may pay for the building permits in one fiscal year and construction and inspection activities may actually take place in the next fiscal year. A recent example would be Brighton Meadows which paid for 7 single family permits in April of 1992 and the construction is anticipated to extend beyond July 1, 1992 into Fiscal Year 1992-93. The revenue is recorded in Fiscal Year 1991-92 although the City will also incur expenses in Fiscal Year 1992-93 . In order to fully understand the cost of building inspection services, it is important to consider both the contract costs provided by Taugher & Associates and the City support costs (i.e. , secretarial and office costs) . The following identifies the combined costs for the Building Inspection Services: Actual Actual Actual Estimated Projected 1988-89 1989-90 1990-91 1991-92 1992-93 Taugher & Associates $257,576 $281, 337 $299,013 $212,300 $202,000, City Support 42 , 878 44, 520 1153 , 426 48,448 56,739 Total Cost $300, 454 $325,857 ,$,352, 439 $260,748 ; $258,739 Total Revenue $289,959 $302,818 $170,780 $193,000 $152,000 Page 9 COST VS. REVENUE Combined Effect. of Revenue vs. Costs Over %__ciple Years Fiscal Year 1988-89 to 1991-92 Projected Cost (Contract and City Support)* $1,239,498 Projected Revenue $ 956,557 i; Net Difference = Direct City costs not i covered by building permit revenue $ 282,941 (Cost to City) * Does riot include any City overhead costs. For the purpose of this analysis, staff only compared the years .which did not require a substantial reliance upon budget estimates. The : Fiscal Year 1992-93 projection is an estimate which may be substan- tially impacted by economic conditions. Inclusion of the 1992-93 projected figures would affect the reliability of the multi-year analysis. For this reason, the analysis only compares data through Fiscal Year 1991-92. The City support cost only includes salaries, benefits, services and supplies related to Building & Safety. The City also incurs certain overhead costs for administration, legal counsel, office space, personnel, etc. Therefore, the deficit shown is actually understated when City overhead costs are taken into I account. As shown in the multi-year analysis, the City's general' Fund is funding approximately 30% of the costs of these services. Financial Comparison of In-House Building & Safety Department In considering the potential for utilizing an in-house Building & Safety function, several factors need to be considered. Given the limited size of a City department, it would most likely require, a con- tinuation of limited contract services. For example, it might be necessary to contract for coverage during vacations and other absences. It is also important to note that the success of an in-house program depends on the quality and background of the individuals the City is able to attract. Mr. Taugher is a registered engineer providing the credentials necessary to complete plan checking on complex projects. If the Building Official selected by the City did not meet this standard, the City may continue to rely upon contractual plan checking of complex projects. These qualitative issues identified above must be considered when comparing the financial impacts between in-house and contract building inspection services. The chart below outlines the estimated costs associated with providing in-house building inspection and plan checking services: ESTIMATED COST OF BUILDING & SAFETY IN-HOUSE SERVICES (EXCLUDING CITY SUPPORT) # hours Estimated Cost (1) Sr. Bldg. Inspector 1,992 $ 75,204 Contract Fill in Inspector ( 2) 160 8,640 Building Official 1,992 102,600 Contract Bldg Official Coverage (3) 200 17,000 Misc. Contract Plan Checking estimate 10,000 Supplemental Contract Inspection time necessary to achieve an annual total of 2, 250 hours of service ( 5) 98 5,292 TOTAL ESTIMATED COST OF IN-HOUSE BUILDING & SAFETY DEPT. $ 218,736 Page 10 NOTES: ( 1) Estimated cost of personnel includes salary (based on a market survey) , current City of Dublin health & welfare benefits and. ` car allowance. Estimated costs do not include an increase to '; the City' s liability insurance coverage. ( 2) Estimated contract hours for an Inspector are based upon coverage for 20 days of general leave. ( 3 ) Estimated contract hours for a Building Official are based upon 5 weeks ( 20 days general leave plus one week conferences/training) ( 4) A contingency has been included in the event that plan checking of complex contracts was contracted. ( 5) In order to directly compare an in-house service with the proposal from Taugher & Associates, additional contract Inspector hours must be accounted for to provide a total of 2, 250 hours. Proposed 1992-93 Taugher & Associates Contract Costs Building Official Hours 1,000 Building Inspector Hours 2,000 Total Projected Contract Cost Including Insurance Surcharge $202,000 Estimated In-House Cost 218,736 Cost Increase for In-House Services (16,736) As shown above, the use of contractual services provided by Taugher & Associates results in a savings to the City of approximately $16,736. Also, as indicated above, the in-house estimate does not account for additional costs associated with an increase in City liability insurance coverage. It should also be noted that the estimated personnel costs are based on a market salary survey. Of the six agencies surveyed with regard to the Building Official, only two City Building Officials are Registered Engineers, as is Mr. Taugher. Staff does not anticipate a significant increase in the staffing for the Building & Safety department until such time as development occurs in the Extended Planning Areas (Eastern and Western Dublin) . Without this additional level of activity, it does not appear that it would be cost effective to bring the Building and Safety function in-house. In fact, if building activity continues to decrease, it would be in the best interest of the City to continue to contract for Building & Safety services. The contract arrangement provides more flexibility to reduce staffing in conjunction with the level of building activity. Proposed 1992-93 Agreement Modifications The following section discusses proposed changes to the Fiscal Year 1992-93 agreement(Exhibit 4) : Page 11 Format - Staff recor ds that the City Council a a new agreement which conforms to th -ity's standard agreement f, ,ontractual services. Contract Term - The termination provisions' remain the same in the proposed agreement as in the current agreement. However, Mr. Taugher has requested that the agreement reflect the City's Fiscal Year for the purpose of considering rate adjustments. Rates - The current agreement with Taugher & Associates identifies the rate schedule as a separate exhibit. The agreement provides for two rates: Building Official and Building Inspector. In addition, the agreement provides for a separate surcharge for liability insurance. The current rates are effective through July 31, 1992. Mr. Taugher proposes no increase to the hourly rates for Fiscal Year 1992-93. Thus, the hourly rates will remain as follows: Current Rate Proposed Rate Difference Building Official $85.00 $85.00 0 Building Inspector $54.00 $54.00 0 The rates shown include salary, benefits, vehicles, liability insurance and the contractor's overhead. The proposed rates would be effective July 1, 1992 through June 30, 1993. Insurance - Attached as Exhibit 5 is a detailed memorandum which addresses issues related to insurance coverage carried by Taugher & Associates, Inc. Mr. Taugher has received preliminary indications from his broker regarding the cost of Errors & Omissions Insurance. Because his policy does not terminate until July 31st, the Broker could not provide a firm quotation for coverage. The following shows the projected cost compared to the previous year: Errors and Omissions Insurance Total Premium Maximum Amount Paid by City Surcharge Actual 1991-92 $33,540 $12,000 Projected 1992-93 $27,500 $ 9,000 (proposed) The City surcharge is billed at the rate of $4.00 per hour until the maximum cap is reached. The firm absorbs those costs not covered by the surcharge through their base rates. As discussed in Exhibit 5, staff has recommended that the proposed agreement address the issue of Errors & Omissions coverage after the firm is no longer performing services. Staff recommends that given the apparent low risk, the City assume liability for the for the defense of such claims. In return, Taugher & Associates has reduced the total surcharge to be collected from the City. The action by the City may impact future liability insurance coverage costs in the event the City incurs losses from this change. The language addressing this issue has been incorporated into Exhibit D (Special Provisions) of the proposed agreement (Exhibit 4) . Conclusion Staff recommends that the City Council review the level of services provided and offer comments. Staff also recommends that the City I Council approve the resolution approving the agreement between Taugher & Associates and the City of Dublin. I CITY OF DUBLIN "Celebrating 10 Years Of Cityhood 1982-1992" � /ll P0. Box 2340, Dublin, California 94568 City Offices, 100 Civic Plaza, Dublin, California 94568 March 31, 1992 Dear Customer: In keeping with the City of Dublin's commitment to Customer Service, our goal is to provide you the best service we can. As a recent customer of the City's Building department, your comments will greatly assist the City in its ongoing effort to improve and enhance the City's Building Inspection and Plan Check services. Please take a few moments to complete the attached card and return it to the City of Dublin. Your comments will be reviewed directly by me and are confidential. Please return the survey card by April 13, 1992. Thank you in advance for your assistance. Sincerely, RICHARD C. ANIBRO CITY MANAGER EXIMP"'IT I Administration (510) 833-6650• City Council (510) 833-6605• Finance(510)833-6640• Building Inspection (510) 833-6620 Code Enforcement (510) 833-6620 • Engineering (510) 833-6630 • Planning (510) 833-6610 Police (510)833-6670 • Public Works(510) 833-6630 • Recreation (510)833-6645 EMIT TEO D V \�y OF 1J��� 0 H E L P U S S E R V E Y O U B E T T E R ! 19 62 Type of Project: _ Residential Are you the: _ Property Owner _ Non-Residential _ Contractor/Builder 'ITY`'�P Other ---------------------------------------------------------------------------------- 1. PLEASE EVALUATE THE QUALITY OF THE CITY BUILDING INSPECTION AND PLAN CHECK SERVICES YOU HAVE USED IN DUBLIN. Strongly Disagree Agree a) Application and/or plan check process (office visit) • My application was processed in a timely manner. 5 4 3 2 1 • The Building Department representative explained the application and/or plan check process adequately. 5 4 3 2 1 • The Building Department representative offered me 5 4 3 2 1 suggestions or alternatives when difficulties arose. 5 4 3 2 1 • The Building Department representative was courteous. 5 4 3 2- 1 • The Building Department representative was professional. 5 4 3 2 1 • The Building Department representative was knowledgeable. 5 4 3 2 1 b) Building Inspection (on-site) • The building inspection was made when promised. 5 4 3 2 1 • The Building Department representative explained the 5 4 3 2 1 building inspection process adequately. • The Building Department representative offered me 5 4 3 2 1 suggestions or alternatives when difficulties arose. 5 4 3 2 1 • The Building Department representative was courteous. 5 4 3 2 1 • The Building Department representative was professional. 5 4 3 2 1 • The Building Department representative was knowledgeable. 5 4 3 2 1 c) The City Building Inspection and Plan Check department 5 4 3 2 1 assisted me in attaining an acceptable finished product. 5 4 3 2 1 d) I am satisfied with the overall service I received from the City Building Inspection and Plan Check department. 5 4 3 2 1 --------------------------------------------------------------------------------- 2. WHAT DID YOU LIRE ABOUT THE BUILDING SERVICES? 3_ COMMENTS OR SUGGESTIONS FOR IMPROVING THE BUILDING SERVICES. 4. ARE YOU EXPERIENCING ANY PROBLEMS WITH THE DELIVERY OF BUILDING SERVICES AT THIS TIME? _ YES _ NO IF YOU ARE, AND WOULD LIRE TO BE CONTACTED IN PERSON, PLEASE INCLUDE YOUR NAME AND PHONE # BELOW. 5. NAME AND PHONE # (Optional) PLEASE RETURN IN THE SELF ADDRESSED STAMPED ENVELOPE BY APRIL 13, 1992. THANK YOU FOR YOUR ASSISTANCE! 11F. LP OS SERVE YOU BE R ! 7SUMMARY Type of Project: _ Residential Are you the: _ Property Owner _ Non-Residential _ Contractor/Builder _ Other 1. PLEASE EVALUATE THE WALITY OF THE CITY BUILDING INSPECTION Affil PLAN CAECg SERVICES YOU HAVE USED IN DUBLIN. Strongly Disagree Average Agree a) Application and/or plan check process (office visit) • My application was processed in a timely manner. 5 4 3 2 1 3.97 • The Building Department representative explained the application and/or plan check process adequately. 4.11 • The Building Department representative offered me 5 4 3 2 1 3.65 suggestions or alternatives when difficulties arose. • The Building Department representative was courteous. 5 4 3 2 1 4.19 • The Building Department representative was professional. 5 4 3 2 1 4.19 • The Building Department representative was knowledgeable. 5 4 3 2 1 4.25 b) Building Inspection (on-site) • The building inspection was made when promised. 5 4 3 2 1 4.41 • The Building Department representative explained the building inspection process adequately. 5 4 3 2 1 4.28 • The Building Department representative offered me 5 4- 3 2 1 3.92 suggestions or alternatives when difficulties arose. • The Building Department representative was courteous. 5 4 3 2 1 4.45 • The Building Department representative was professional. 5 4 3 2 1 4.41 • The Building Department representative was knowledgeable. 5 4 3 2 1 4.25 c) The City Building Inspection and Plan Check department assisted me in attaining an acceptable finished product. 5 4 3 2 1 3.79 d) I am satisfied with the overall service I received from the City Building Inspection and Plan Check department. 5 4 3 2 1 4.05 2. WHAT DID YOU LIKE ABOUT THE BUILDING SERVICES? 3. COMMERTS OR SUGGESTIDRS FOR IMPROVING THE BUILDING SERVICES. 4. ARE YOU EXPERIENCING ANY PROBLEMS WITH THE DELIVERY OF BUILDING SERVICES AT THIS Yes No No TIME? _ YES _ NO IF YOU ARE, AND WOULD LIKE TO BE CONTACTED IN PERSON, Response PLEASE INCLUDE YOUR NAME AND PHONE # BELOW. 1 31 10 5. NAME AND PHONE # (Optima) PLEASE RETURN IN THE SELF ADDRESSED STAMPED ENVELOPE BY APRIL 13, 1992. THANK YOU FOR YOUR ASSISTANCE! ` EXHIBIT BUILDING' 3TRUCTI0tJ PROJECTIONS P.X'L'1::C1121:1) --------- ' -- -..._..- ------9 - ,'a�/ Yg a a 1953 Bordeaux Estates ( 9 vacant lots) � Ahmanson (41 vacant lots) ; Creekside ( 3 vacant lots) iBloomington' ( 1 vacant lot) Brighton Meadows (17 lots) Kildara (174 total) Standard Pacific Phase 1 57 -/ do Phase 2 60 Models 18 Parkwood 224 2;2 IV Dublin Meadows 206 �`��`""` "��� �OZ� r Hansen 100 iYo�rv��.:•, 7A /0 Donlon 700 f (17 custom lots) Dubney Office Building Office Club D.S.R.S.D. Admin. Building Kaleidoscope f--� BP Gas Station. F-- �---�F Dublin Honda Enea Tenant Improvements ---- - Fire station John Knox Church Addition / r � Dublin Mini Storage Addition r' U-Haul Mini Storage Addition + St. Phillip's Church Additi0h / Amador Valley/Dougherty COMM, Stroud Plaza + i Chevron Vacant Lots J Starward Dr. (2 lots) See's Old Dutch Pride Dairy Inea (2 lots) Dublin Court !J. Patrick Land - Behind U-Haul Fear of Hayward Fishery I Rear of Nichandros ' Rear of Two Pesos Restaurant Possible Additional Construct.l�?_a ! Hexcel ' valley Christian Center. + RESOLUTION NO. - 92 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN APPROVING THE AGREEMENT BETWEEN THE CITY OF DUBLIN AND TAUGHER & ASSOCIATES, INC. FOR BUILDING LAW ENFORCEMENT SERVICES WHEREAS, Taugher & Associates, Inc. first entered into an agreement on August 1, 1983, to provide Building Law Enforcement Services to the City of Dublin; and WHEREAS, the agreement identifies the fees to be charged in Exhibit "B" ; and WHEREAS, the agreement allows an annual review and adjustment of fees charged by Taugher & Associates, Inc. and mutually agreed upon by the City; and WHEREAS, the City wishes to continue contracting for services from Building Official. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does hereby approve the agreement by and between the City of Dublin and Taugher & Associates, Inc. as described in Exhibit 1 attached hereto and by reference made a part hereof. BE IT FURTHER RESOLVED that the Mayor shall be authorized to execute the agreement on behalf of the City. PASSED, APPROVED AND ADOPTED this 9th day of June, 1992. AYES: NOES: ABSENT: ABSTAIN: Mayor ATTEST: City Clerk is Ct.,a.!'RACTUAL SERVICES AGREEME14 BUILDING & SAFETY SERVICES TAUGHER' & ASSOCIATES THIS AGREEMENT is made \%,at Dublin, California, as of July 1, 1992, by and between the CITY OF DUBLIN, a municipal corporation ("CITY") , and Taugher & Associates, ("CONTRACTOR") , who agree as follows: 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, CONTRACTOR shall provide to CITY the services described in Exhibit A. CONTRACTOR shall; provide said services at the time, place and in the manner specified in Exhibit A. 2 . PAYMENT. CITY shall pay CONTRACTOR for services rendered pursuant to this Agreement at the time and in the manner set forth in Exhibit B. The payments specified in Exhibit B shall be the only payments to be made to CONTRACTOR for services rendered pursuant to this Agreement. CONTRACTOR shall submit all billings for said services to CITY in the manner specified in Exhibit !B; or, if no manner be specified in Exhibit B, then according to the usual and customary procedures and practices which CONTRACTOR uses for billing clients similar to CITY. 3 . FACILITIES, EQUIPMENT AND CLERICAL SUPPORT. Except as set forth in Exhibit C, CONTRACTOR shall, at its sole cost and expense, furnish all facilities and equipment which may be required for furnishing services pursuant to this Agreement. CITY shall furnish to CONTRACTOR only the facilities and equipment listed in Exhibit C according to the terms and conditions set forth in Exhibit C. 4 . GENERAL PROVISIONS. The general provisions set forth in Exhibit D are part of this Agreement. In the event of any inconsistency between said general provisions and any other terms or conditions of this Agreement, the other term or condition shall control insofar as it is inconsistent with the general provisions. 5. SPECIAL PROVISIONS. The special provisions set forth in Exhibit E are part of this Agreement. 6. EXHIBITS. All exhibits referred to herein are .attached hereto and are by this reference incorporated herein. 7 . CONTRACT ADMINISTRATION. This Agreement shall be administered by the CITY MANAGER. All correspondence shall be directed to or through the CITY MANAGER or his or her designee. 8 . TERM OF AGREEMENT. This Agreement shall be effective until terminated. This Agreement may be cancelled by the City, upon thirty (30) days advance written notice. This Agreement may be cancelled by CONTRACTOR upon ninety (90) days advance written notice. i AGREEMENT Page 1 of 2 7/1/92 9. NOTICES. Any written notice to CONTRACTOR shall be sent to: Taugher and Associates, Inc. 18681 Vineyard Road Castro Valley„ CA 94546 Any written notice to CITY shall be sent to: City of Dublin Attention: City Manager 100 Civic Plaza Dublin, CA 94568 .Executed as of the 'day first above stated: For: CITY OF DUBLIN a municipal corporation By Peter W. Snyder, Mayor Attest: / City Clerk / Approved as to form: City Attorney For: Taugher & Associates By Victor L. Taugher, Contractor i AGREEMENT Page 2 of 2 7/1/92 EXHIBIT A SCOPE OF SERVICES 1. Building Official. The individual directly responsible for the performance of the duties of Building Official as -set forth in this agreement shall be ', Victor L. Taugher, a California Registered Civil Engineer, License #9556, and Fire Protection Engineer License #911. Upon mutual agreement and at the sole discretion of the City Manager, CONTRACTOR may substitute other : individuals in the above capacity as responsible individual. The designation as Building Official shall include all duties and responsibilities assigned to this position through State and local laws and ordinances. 2 . Building Inspection Services. CONTRACTOR shall enforce the provisions of the City's Building, Electrical, Plumbing, Mechanical and Housing Codes; the City's Zoning Ordinance; and related State laws. CONTRACTOR shall make such inspections and investigations as may be required to effect such enforcement and issue permits as are required by City's Ordinances and Codes. Such enforcement shall include the duties as set forth in the Municipal Code of the City related to the Building Official and in the performance of such work, the Contractor shall do the following: a. Plan Review. Review the plans prepared by or on behalf of applicants for compliance with applicable Federal, State, and City ordinances and regulations. Building Official shall maintain close liaison with City's Planning Director in order that the appropriate requirements of the Zoning Ordinance are incorporated within such building plans. Building Official shall arrange review by other appropriate agencies having jurisdiction in such matters relative to enforcement of fire codes, sanitation codes and health codes, and other regulatory agencies. When satisfied that the appropriate requirements of the City's codes have been met, Building Official shall issue permits as set forth in such codes. b. Building Inspection. Provide building inspection service during the course of construction of facilities to enforce compliance with the provisions of the applicable laws including State and City ordinances and regulations set forth on the plans for which the permit is issued. In the performance of such duties, CONTRACTOR shall provide prompt inspection for each project at the completion of the various stages of construction to determine compliance. C. Housing Code Enforcement. Building Official shall enforce the City's Housing Code by investigation of complaints regarding sub-standard housing conditions and when necessary, prepare cases for citation hearings, criminal proceedings in municipal court, and/or civil abatement proceedings. d. Zoning Enforcement. Building Official shall provide enforcement of related aspects of the City's Zoning Ordinance. Upon request by CITY, CONTRACTOR will make all necessary •• investigations and follow-up inspections to assure compliance with the Zoning Ordinance and the conditions of approval of various variances, conditional use permits, site reviews and other zoning approvals. Enforcement will include preparation of cases for citation hearings and criminal proceedings in municipal court. Exhibit A Page 1 of 2 7/1/92 e. Building Official shall perform other related activities as requested by the City. 3 . Collection. of Fees. All fees to be collected in connection with the carrying out of `the functions set forth above, shall be collected by the CITY. CONTRACTOR shall review the appropriate ordinances and fee schedules in approved by the CITY, and shall compute the amount of such fees to be collected by the CITY. CONTRACTOR may submit information and recommendations on adjustments to adopted fee schedules. 4 . Limitations : (Avoidance of Conflicts). During the term of this Agreement, CONTRACTOR shall not provide services to any client for a project which requires any permit. or approval from the CITY. l Exhibit A Page 2 of 2 7/1/92 EXHIBIT B RATE SCHEDULE A. BASE HOURLY RATE. FEE RATE PER HOUR Building Inspector Inspection 54.00 Plan Checking (Residential & Non-Structural Commercial & Industrial Plan Checking) 54.00 Principal Building Official Inspection 54.00 Plan Checking (Complex Residential, Commercial and Industrial Buildings) 85.00 Supervision and Administration 85.00** This rate will be effective for the period beginning on July 1, 1992. The rates may be adjusted thereafter annually, as mutually agreed upon in writing by the CONTRACTOR and the CITY of Dublin. ** Supervision duties include review and coordination of work performed by Inspectors and clerical support staff. Administrative duties include City Council and Planning Commission meeting attendance when requested, meetings with applicants and developers, inter-agency coordination and coordination with Staff, development of office procedures, operations, etc. B. OVERTIME RATE. In the event that the Contractor is requested to perform services whereby an employee must work in excess of forty (40) hours in any one (1) week, the Contractor shall be compensated at 1 - 1/2 times the above hourly rates. for each hour worked over forty. This shall include in the event that there is an emergency requiring the services of the .Building Official and the CITY is reimbursed for said services. Standard rates shall apply for CONTRACTOR attendance at Planning Commission and City Council Meetings. C. INSURANCE SURCHARGE. In addition to the hourly rates noted in Section (A) above, an insurance surcharge of $4 . 00 (four dollars) per hour shall ;be added to each hour of service rendered pursuant to this agreement. • The cumulative total surcharge paid during the period from July 1st through June 30th shall not exceed $9, 000. 00 (nine thousand dollars) . Once this limit is reached Contractor is entitled only to the base hourly rate. D. FREQUENCY OF BILLING/PAYMENTS. Contractor shall submit invoices on a monthly basis. At the sole discretion of CITY, other payment schedules may be considered. Exhibit B Page 1 of 1 7/1/92 EXHIBIT C 1. Facilities for Records. The City shall provide an office for conducting the duties set forth in this Agreement, and shall provide necessary furnishings, telephone, permit forms and codes. Within this office, . Building Official shall assemble such records customarily maintained by a city Building Department. Such records shall, at all times, be the property of the City of Dublin. 2 . Clerical Support. City agrees to provide adequate clerical support to the Building Department function as mutually agreed upon by CITY and CONTRACTOR. 1 I i Exhibit C Page 1 of 1 7/1/92 EXHIBIT D GENERAL PROVISIONS 1. INDEPENDENT CONTRACTOR. At all times during the term of this ; Agreement, CONTRACTOR shall be an independent contractor and shall not be ' an employee of CITY. CITY shall have the right to control CONTRACTOR only insofar as the results of CONTRACTOR'S services rendered pursuant to this Agreement; however, CITY shall not have the right to control the means of which CONTRACTOR accomplishes services rendered pursuant to this Agreement. 2 . LICENSES; PERMITS; ETC. CONTRACTOR represents and warrants to ;CITY that he has all licenses, permits, qualifications and approvals of whatsoever nature which are legally required for CONTRACTOR to practice his profession. CONTRACTOR represents and warrants to CITY that CONTRACTOR shall, at his sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals which are legally required for CONTRACTOR to practice his profession. 3 . TIME. CONTRACTOR shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary for satisfactory performance of CONTRACTOR'S obligations pursuant to this Agreement. 4 . INSURANCE REQUIREMENTS. CONTRACTOR shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the CONTRACTOR, his agents, representatives, employees or subcontractors. The cost of such insurance shall be included in the CONTRACTOR'S rates as described in Exhibit B. (a) Minimum Scope of Insurance. Coverage shall be at least as broad as: 1. Insurance Services Office form number GL 0002 (Ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability; or Insurance Services Office Commercial General Liability coverage ("occurrence" form CG 0001. ) 2 . Insurance Services Office form number CA 0001 (Ed. 1/78) covering Automobile Liability, code 1 " "any auto" and endorsement CA 0025. 3 . Workers' Compensation Insurance as required by the Labor Code of the State of California and Employers Liability Insurance. (b) Minimum Limits of Insurance. CONTRACTOR shall maintain limits no less than: 1. General Liability: $1, 000, 000 combined single limit per occurrence for bodily injury, personal injury and property damage. If commercial General Liability Insurance or other Exhibit D Page 1 of 5 7/1/92 form witn a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2 . Automobile Liability: $1,000, 000 combined single limit per accident for bodily injury and accidental death and property damage per occurrence combined single limit. 3 . Workers' Compensation and Employers Liability: Workers' Compensation limits as required by the Labor -.Code of the State of California and Employers Liability limits of $1, 000, 000 per accident. (c) Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the CITY Manager of City of Dublin. At the option of the CITY Manager or his/her designee either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the CITY, its officers, officials and employees; or the CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. (d) Other Insurance Provisions. The policies are to contain, or be endorsed to contain, the following provisions: 1. General Liability and Automobile Liability Coverages. a. The CITY, its officers, officials, employees and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the CONTRACTOR; products and completed operations of the CONTRACTOR, premises owned, occupied or used by the CONTRACTOR, or automobiles owned, leased, hired or borrowed by the CONTRACTOR. The coverage shall contain no special limitations on the scope of the protection afforded to the CITY, its , officers, officials, employees or volunteers. b. The CONTRACTOR'S insurance coverage shall be primary insurance as respects the CITY, its officers, officials, employees and volunteers. Any insurance or self-insurance maintained by the CITY, its officers, officials, employees or volunteers shall be excess of the CONTRACTOR'S insurance and shall not contribute with it. C. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the CITY, its officers, officials, employees or volunteers. d. The CONTRACTOR'S insurance shall apply separately to each insured against whom claim is made or suit is Exhibit D Page 2 of 5 7/1/92 brouynt, except with respect to she limits of the insurer's liability. 2 . Workers' Compensation and Employers Liability Coverage. The insurer shall agree to waive all rights of subrogation against the CITY, its officers, officials, employees and volunteers for losses arising from work performed by the CONTRACTOR for the CITY. 3 . Professional Liability. CONTRACTOR shall carry professional liability 'insurance in an amount deemed by the CITY to adequately protect the CONTRACTOR against liability caused by negligent acts, errors or omissions on the part of the CONTRACTOR in the course of performance of the services specified in this Agreement. Said coverage may be provided on a "claims made" basis at the discretion of the City Manager or his/her designee. In the event Services pursuant to this agreement are terminated by either party, Contractor hereby agrees to maintain Professional Liability Insurance through July 31st, following the date upon which notice of termination is provided. Further obligations of the parties related to Professional Liability are described in Exhibit E (Special Provisions. ) 4 . All Coverages. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be cancelled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by mail, has been given to the CITY. (e) Acceptability of Insurers. Insurance is to be placed with insurers with a Bests' rating of no less than A:VII. , except for professional liability. (f) Verification of Coverage. CONTRACTOR shall furnish CITY with certificates insurance and with original endorsements effecting coverage required by this clause. The certificates and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificates and endorsements are to be received and approved by the CITY before work commences. The CITY reserves the right to require complete, certified copies of all required insurance policies, at any time. (g) Subcontractors. CONTRACTOR shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the `requirements stated herein. (h) The City Manager or his/her designee may approve a variation in those insurance requirements upon a determination that the Exhibit D Page 3 of 5 7/1/92 coverages, scope, limits and forms of such insurance are either not commercially available or That the CITY's interests are otherwise fully protected. Said approval of variation must be in writing. 5. CONTRACTOR NO AGENT. Except as CITY may specify in writing, CONTRACTOR shall have no authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an agent. CONTRACTOR shall have no authority, express or implied, pursuant to this Agreement to bind CITY to any obligation whatsoever. 6. ASSIGNMENT PROHIBITED. No party to this Agreement may assign any right or obligation pursuant to this Agreement. Any attempted or purported assignment of any right or obligation pursuant to this Agreement shall be void and of no effect, unless said assignment is approved in writing by CITY. 7. PERSONNEL. CONTRACTOR shall assign only competent personnel to perform services pursuant to this Agreement. In the event that CITY, in its sole discretion, at any time during the term of this Agreement, desires the removal of any such person(s) , CONTRACTOR shall, immediately upon receiving notice from CITY of such desire of CITY, cause the removal of such person or persons. 8 . STANDARD OF PERFORMANCE. CONTRACTOR shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which CONTRACTOR is engaged in the geographical area in which CONTRACTOR practices his profession. All instruments of service of whatsoever nature which CONTRACTOR delivers to CITY pursuant to this Agreement shall be prepared in a substantial, first class and workmanlike manner and conform to the standards of quality normally observed by a person practicing in CONTRACTOR's profession. 9 . HOLD HARMLESS AND RESPONSIBILITY OF CONTRACTORS. CONTRACTOR shall take all responsibility for the work, shall bear all losses and damages directly or indirectly resulting to him, to any subcontractor, to the CITY, to CITY officers and employees, or to parties designated by the CITY, on account of the performance or character of the work, unforeseen difficulties, accidents, occurrences or other causes to the extent they are predicated on active or passive negligence of the CONTRACTOR or any subcontractor. CONTRACTOR shall indemnify, defend and hold harmless the CITY, its officers, officials, directors, employees and agents from and against any or all loss, liability, expense, claim, costs (including costs of defense) , suits, and damages of every kind, nature and description directly or indirectly arising from the performance of the work to the extent they are covered by the negligent acts, errors, or omissions of CONTRACTOR. This paragraph shall not be construed to exempt the CITY, its employees and officers from its own fraud, willful injury or violation of law whether willful of negligent. For purposes of Section 2782 of the Civil Code the parties hereto recognize and agree that this agreement is not a construction contract. By execution of this agreement CONTRACTOR Exhibit D Page 4 of 5 7/1/92 acknowledges and agrees that he has read and understands the provisions hereof and that . this paragraph is a material element of consideration. Approval of the insurance contracts does not relieve the CONTRACTOR or subcontractors from liability under this paragraph. 10. GOVERNMENTAL REGULATIONS. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, CONTRACTOR shall comply with all applicable rules and regulations to which CITY is bound by the terms of such fiscal assistance program. Also, in performing the services to be provided pursuant to this Agreement, Contractor shall comply with all applicable State and Federal laws and regulations, including but not limited to laws and regulations relating to discrimination and laws requiring injury and illness prevention programs. 11. DOCUMENTS. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda or other written documents or materials prepared by CONTRACTOR pursuant to this Agreement shall become the property of CITY upon completion of the work to be performed hereunder or upon termination of the Agreement. t Exhibit D Page 5 of 5 7/1/92 EXHIBIT E SPECIAL PROVISIONS The following provisions are hereby incorporated in the agreement by and between Taugher & Associates (CONTRACTOR) and City of Dublin (CITY) : 1. Professional Liability Insurance Coverage. As provided in Exhibit D, CONTRACTOR shall provide Professional Liability Insurance coverage to adequately protect the CONTRACTOR against liability caused by negligent acts, errors or omissions on the part of the CONTRACTOR in the course of performance of the services specified in this agreement. Upon termination of this agreement, and upon termination of the Professional Liability Insurance as provided for in paragraph 4 (d) (3) of Exhibit D, CITY shall assume responsibility of claims investigations, administration, defense and payment of any claims, settlements or judgements which would otherwise have been the liability of CONTRACTOR pursuant to Exhibit D, paragraph 9. In consideration of CITY assuming this potential obligation CONTRACTOR has adjusted fees charged as shown in Exhibit B. 2 . Subcontractor(s) . The following terms and conditions are hereby agreed to by CONTRACTOR prior to the use by CONTRACTOR of subcontractors. a. Submittal to City Manager. The name, background and experience of any and every firm or individual to which any work outlined in this agreement is to be sub-contracted by CONTRACTOR must be submitted to the"City Manager for his/her prior approval. b. CONTRACTOR Liable for Work of Subcontractors. Approval by the City Manager of a subcontractor shall not relieve CONTRACTOR of any liability for the work to be performed pursuant to this agreement, nor shall such approval infer any contractual relationship between CITY and any subcontractor. Exhibit E Page 1 of 1 7/1/92 CITY OF DUBLIN MEMORANDUM TO: A Richard C. Ambrose, City Manager F FROM:''. Paul S . Rankin, Assistant City Manager RE: Errors & Omissions Insurance - Taugher & Associates, Inc. DATE: May 20, 1992 The following information discusses issues involving the provision of insurance by Taugher & Associates. This memorandum outlines the issue in detail and provides a recommended course of action. The recommendations have been incorporated into the proposed agreement with Taugher & Associates, Inc. Errors & Omissions (E&0) Insurance Surcharge One component of the agreement is a surcharge for the provision of Errors and Omissions (E&O) Insurance. Taugher & Associates currently assess a surcharge which covers a portion of this insurance cost. The terms of both the current and the proposed agreement provide for the payment of the surcharge on the same basis. Taugher & Associates adds $4. 00 per hour to their regular billing rate. However, the total surcharges to be paid are capped at a maximum amount. The following table shows the actual cost to Taugher & Associates for E&O Insurance and the maximum surcharge billed to the City: 1988-89 1989-90 1990-91 1991 -92 Annual Cost of Insurance $56, 119 $38, 085 $38, 085 $33, 540 Maximum City Surcharge 16, 000 12, 000 12, 000 12, 000 For example, in the years when the City paid a maximum of $12, 000, the $4 . 00 per hour surcharge was levied on only the first 3, 000 hours of service. Request to Consider Long Term Provision of Insurance During the 1992 contract review, Mr. Taugher indicated to Staff that the firm had an obligation to begin to prudently plan for the future, when the City may elect to utilize in-house services. Taugher & Associates, Inc. has always carried E & 0 Insurance coverage, which is written on a "claims made basis. " This means that coverage is only provided for the period in which the policy is in effect. If Taugher & Associates were no longer providing the service and the firm did not have other clients requiring the insurance, future claims may be impacted. For example, a claim related to a project which was plan checked or inspected by the firm may be submitted at some time in the future. EX22rg T 5 1 In order to protect against such claims, one option is to require through the agreement that the Contractor provide "tail insurance." This refers to insurance covering future claims which evolved from past actions covered by a claims made policy. The terms of the agreement typically specify the number of years which the "tail insurance" is required. Taugher & Associates, Inc. discussed with their Insurance Broker the cost of providing tail coverage. As with most coverage, it is impossible to obtain a firm quote unless you are prepared to have the insurance put into effect. The Broker indicated that the coverage would be 100% of the current years premium. This rate would be charged for the first three years of tail coverage. Thereafter, premiums would decline. Based on the firm's estimated 1992/93 premiums, the cost of tail insurance for a three-year period would exceed $80, 000 . Taugher & Associates Proposed Increase to Provide Extended Coverage Taugher & Associates, Inc. indicated that, since the firm could potentially be facing a significant future liability, they would be requesting an adjustment to the Insurance Surcharge provided for in their agreement. In addition, Mr. Taugher indicated that the agreement should specify the length of tail coverage required. Mr. Taugher indicated that in the event that a three year tail were required, he would request an increase in the maximum 1992-93 Insurance Surcharge to $18, 000 . In order to collect the total amount in a one-year period, the hourly rate collection would be increased to at least $6 . 00 per hour. These costs were considered by the firm to be necessary to begin reserving for the future financial cost of providing insurance after services were no longer provided to the City of Dublin. Staff Review of Insurance Options City Staff in conjunction with the City Attorney's Office and the City' s Liability Insurance Provider reviewed the various issues to identify options. The findings of this review indicated the following: ■ The statute of limitations for potential claims from this service could extend as long as 10 years. ■ The incidence of claims involving plan checking and inspection services in public agencies is extremely low. ■ The City' s Liability insurance coverage explicitly excludes providing direct coverage to an independent Contractor. 2 ■ The City of Dublin experience with Taugher & Associates, Inc. has been very good, with no incurred losses related to this service. Also, the City is not aware of any owner/developer legal actions related to construction defects. ■ State Law provides the City with certain immunities in the area of claims alleging improper code compliance inspections. Based upon the information obtained, Staff considered the financial cost of tail insurance compared to the potential risk. Given that the City would be funding significant portions of the cost of tail insurance through an increased surcharge, Staff focused on means by which the City could reduce its financial exposure. The following recommendations have been discussed with Mr. Taugher and he concurs with their incorporation in the proposed agreement. Recommendations 1 . The agreement shall be amended to state that in the event that the agreement is terminated, Taugher & Associates shall maintain i their E & 0 coverage through the following July 31st. This is addressed in Section 3 of Exhibit D to the proposed agreement. This provides the City with limited tail coverage. For example, if the City terminated the agreement on January 1st, the City would continue to have coverage for any claims received in the following seven months. Without this provision, Taugher & Associates could cancel their coverage immediately upon termination of their services. The exact length of coverage provided by this change would vary depending on when the services were terminated. 2 . The agreement will state that upon termination of services, the City will assume responsibility for all claims for which the firm does not have E & 0 coverage. The City would have a contractual obligation to defend and provide coverage for such claims. This is addressed in Section 1 of Exhibit E. 3 . Taugher & Associates shall reduce the amount of the total insurance surcharge collected. In the event that the City Council accepts these recommendations, the firm has indicated that a surcharge of $9, 000 would be sufficient if the City agreed to explicitly delete any requirement for tail insurance. This represents both a reduction in the amount originally proposed for 1992/93, as well as a reduction over the prior year. 3 Potential Impact to City Staff has been advised by the ABAG PLAN Risk Manager that the proposed arrangement, where the City assumes liability through a contractual obligation, would be covered under our policy. It should be noted that the City' s liability insurance premium is impacted whenever there are changes to the following factors: (a) City Population (b) Payroll for City Staff (c) History of Losses Paid by City (d) History of Losses by Other Members of the Insurance Pool (e) Administrative Costs If the City provided the service in-house, this would increase the City' s payroll and in turn its cost of liability insurance. In addition, the City could experience increases in liability insurance premiums in the future, in the event that as a result of our agreement with Taugher & Associates, Inc. , losses were incurred. It may work out that the premium collected already reflects assumed losses as a result of increased staff. As previously indicated based on information available, Staff does not believe this presents a significant exposure. If you have any questions, please let me know. cc: Libby Silver, City Attorney Albert Fierro, ABAG PLAN Risk Manager a: 513taug.psr#10 4