HomeMy WebLinkAboutAgenda Report - October 20, 2021 C-14AGENDA ITEM (244,
CITY OF LODI
COUNCIL COMMUNICATION
TM
AGENDA TITLE: Authorize Public Works Director to Execute Utility Agreement 10-3999.32 with
California Department of Transportation and Authorize Related Payments
MEETING DATE: October 20, 2021
PREPARED BY: Public Works Director
RECOMMENDED ACTION: Authorize Public Works Director to execute Utility Agreement 10-
3999.32 with California Department of Transportation and authorize
related payments.
BACKGROUND INFORMATION: The California Department of Transportation (Caltrans) is currently
planning a project along Kettleman Lane (Highway 12) intended to
update various sidewalks, driveways, and curb ramps to meet
current accessibility standards. The project is located between Stockton Street and Highway 99. The
City of Lodi has three utility structures that are impacted by the project. These structures include a water
meter box, water valve box, and a wastewater cleanout. The City is required to pay for the cost to adjust
these utilities to the new finished grade since the utilities were installed after the State right-of-way was
acquired. The estimated cost of the improvements is $5,400.
In order to facilitate the work and the related payment, the City is required to enter into a utility agreement
with Caltrans. The agreement states the scope, terms, and estimated cost of the work. The agreement
is attached as Exhibit A. This action will authorize the Public Works Director to execute the agreement
and authorize the related payment.
FISCAL IMPACT: This agreement will not have any long-term fiscal impacts.
FUNDING AVAILABLE: All costs will be paid out of Fiscal Year 2021-22 Budgets for Water Capital
(56199000.77020) and Wastewater Capital (53199000.77020)
U__ p �=�
Charles E. Swimley,
Public Works Director
Prepared by Sean Nathan, Senior Civil Engineer
CES/SN/cd
Attachment
cc: Rebecca Areida-Yadav, PW Management Analyst
APPROVED: Steve Schwabauer
Stephen Schwabauer, City Manager
\\cvcfilv02\pubwks$\DESIGN\Projects\Misc Non -Project Work\Caltrans-Kettleman-Stockton-to-Cherokee\CUtiltyAgreement doc
10/5/2021
STATE OF CALIFORNIA • DEPARTMENT OF TRANSPORTATION
UTILITY AGREEMENT
RW 13-05 (REV 06/2021)
DISTRICT COUNTY ROUTE
10 San Joaquin County12
FEDERAL PARTICIPATION
N/A
POST MILE PROJECT ID EA
17.43/18.05 1017000016 10 - G 510
OWNER'S FILE NUMBER
CT Plan EA 10-1G510
FEDERAL PARTICIPATION
On the Project ❑ Yes ® No On the Utilities
❑ Yes ® No
Owner Payee Data No. VC 1000020222 or Form STD 204 is attached ❑
UTILITY AGREEMENT NO. 10-3999.32 DATE:
Page lof 6
The State of California acting by and through the Department of Transportation,
hereinafter called "STATE" proposes the upgrade of curb ramps, sidewalk, driveways,
accessible pedestrian signal (APS) standards in the City of Lodi, San Joaquin County
on State Route 12. CITY OF LODI, located at 221 West Pine Street, Lodi, California
95240, hereinafter called "OWNER," owns and maintains water line and sewer line and
appurtenances within the limits of STATE's project which requires utility adjustments to
grade for water valves and water meters and sewer clean out to accommodate
STATE's project.
It is hereby mutually agreed that:
I. WORK TO BE DONE
In accordance with Notice to Owner No. 3999.32 dated 9/23/2021, STATE shall
relocate OWNER's water valves frame and cover, water meter box, and sewer
cleanout adjustments and appurtenances as shown on STATE's contract plans for the
improvement of State Route 12, EA 10-1 G510 which by this reference are made a part
hereof. OWNER hereby acknowledges review of STATE's plans for work and agrees to
the construction in the manner proposed. Deviations from the plan described above
initiated by either the STATE or the OWNER, shall be agreed upon by both parties
hereto under a Revised Notice to Owner. Such Revised Notices to Owner, approved
by the STATE and agreed to/acknowledged by the OWNER, will constitute an
approved revision of the plan described above and are hereby made a part hereof.
No work under said deviation shall commence prior to written execution by the
OWNER of the Revised Notice to Owner. Changes in the scope of the work will require
an amendment to this Agreement in addition to the revised Notice to Owner. OWNER
shall have the right to inspect the work during construction. Upon completion of the
work by STATE, OWNER agrees to accept ownership and maintenance of the
constructed facilities and relinquishes to STATE ownership of the replaced facilities,
except in the case of liability determined pursuant to Water Code 7034 or 7035."
UTILITY AGREEMENT (cont.)
II. LIABILITY FOR WORK
Page 2 of 6
1 UTILITY AGREEMENT NO. 10-3999.32
The existing facilities are located within the STATE's right of way under permit and will
be adjusted to grade at OWNER's expense under the provisions of Section 673 of the
Streets and Highways Code.
Total Estimate for STATE performed adjustments to grade: ....................... $5,400.00
Total Estimated OWNER Liability, (100%): .................................... $5,400.00
Total Estimated STATE Liability, (0%): ........................................... I ...... $0.00
III. PERFORMANCE OF WORK
Use of personnel requiring lodging and meal 'per diem' expenses
shall not exceed the per diem expense amounts allowed under the California
Department of Human Resources travel expense guidelines. Accounting Form FA -1301
is to be completed and submitted for all non -State personnel travel per diem. Owner
shall also include an explanation why local employee or contract labor is not
considered adequate for the relocation work proposed.
OWNER shall have access to all phases of the adjustment to grade work to be
performed by STATE, as described in Section I above, for the purpose of inspection to
ensure that the work is in accordance with the specifications contained in the
Highway Construction Contract; however, all questions regarding the work being
performed will be directed to STATE's Resident Engineer for their evaluation and final
disposition.
Prior to the commencement of work, OWNER agrees to identify damaged utility
covers which require replacement and furnish said replacement covers to STATE's
highway contractor at no cost to STATE. OWNER will coordinate replacement of
damaged covers with STATE's Resident Engineer before work commences.
IV. PAYMENT FOR WORK
The OWNER shall pay its share of the actual cost of said work included in the STATE's
highway construction contract within 45 days after receipt of STATE's bill, compiled on
the basis of the actual bid price of said contract. The estimated cost to OWNER for the
work being performed by the STATE's highway contractor is $5,400.00.
In the event actual final grade adjustment costs as established herein are less than the
sum of money advanced by OWNER to STATE, STATE hereby agrees to refund to
OWNER the difference between said actual cost and the sum of money so advanced.
UTILITY AGREEMENT (cont.)
Page 3 of 6
UTILITY AGREEMENT NO. 10-3999.32
In the event that the actual cost of grade adjustments exceeds the amount of money
advanced to STATE, in accordance with the provisions of this Agreement, OWNER
hereby agrees to reimburse STATE said deficient costs upon receipt of an itemized bill
as set forth herein.
As applicable:
Not more frequently than once a month, but at least quarterly, OWNER will prepare
and submit detailed itemized progress bills for costs incurred not to exceed OWNER's
recorded costs as of the billing date less estimated credits applicable to completed
work. Payment of progress bills not to exceed the amount of this Agreement may be
made under the terms of this Agreement. Payment of progress bills which exceed the
amount of this Agreement may be made after receipt and approval by STATE of
documentation supporting the cost increase and after an Amendment to this
Agreement has been executed by the parties to this Agreement."
The OWNER shall submit a final bill to the STATE within 360 days after the completion of
the work described in Section I above. If the STATE has not received a final bill within
360 days after notification of completion of OWNER's work described in Section I of this
Agreement, and STATE has delivered to OWNER fully executed Director's Deeds,
Consents to Common Use or Joint Use Agreements for OWNER's facilities (if required),
STATE will provide written notification to OWNER of its intent to close its file within 30
days. OWNER hereby acknowledges, to the extent allowed by law, that all remaining
costs will be deemed to have been abandoned. If the STATE processes a final bill for
payment more than 360 days after notification of completion of OWNER's work,
payment of the late bill may be subject to allocation and/or approval by the California
Transportation Commission." "The final billing shall be in the form of a detailed itemized
statement of the total costs charged to the project, less the credits provided for in this
Agreement, and less any amounts covered by progress billings. However, the STATE
shall not pay final bills which exceed the estimated cost of this Agreement without
documentation of the reason for the increase of said cost from the OWNER and
approval of documentation by STATE. Except, if the final bill exceeds the OWNER's
estimated costs solely as the result of a revised Notice to Owner as provided for in
Section I, a copy of said revised Notice to Owner shall suffice as documentation. In
either case, payment of the amount over the estimated cost of this Agreement may be
subject to allocation and/or approval by the California Transportation Commission. In
any event if the final bill exceeds 125% of the estimated cost of this Agreement, an
Amended Agreement shall be executed by the parties to this Agreement prior to the
payment of the OWNER'S final bill. Any and all increases in costs that are the direct
result of deviations from the work described in Section I of this Agreement shall have
the prior concurrence of STATE.
UTILITY AGREEMENT (cont.)
Page 4 of 6
UTILITY AGREEMENT NO. 10-3999.32
Detailed records from which the billing is compiled shall be retained by the OWNER for
a period of three years from the date of the final payment and will be available for
audit by State and/or Federal auditors. In performing work under this Agreement,
OWNER agrees to comply with the Uniform System of Accounts for Public Utilities found
at 18 CFR, Parts 101, 201, et al., to the extent they are applicable to OWNER doing
work on the project that is the subject of this agreement, the contract cost principles
and procedures as set forth in 48 CFR, Chapter 1, Subpart E, Part 31, et seq., 23 CFR,
Chapter 1, Part 645 and 2 CFR, Part 200, et al. If a subsequent State and/or Federal
audit determines payments to be unallowable, OWNER agrees to reimburse AGENCY
upon receipt of AGENCY billing. If OWNER is subject to repayment due to failure by
State/Local Public Agency (LPA) to comply with applicable laws, regulations, and
ordinances, then State/LPA will ensure that OWNER is compensated for actual cost in
performing work under this agreement.
V. GENERAL CONDITIONS
All costs accrued by OWNER as a result of STATE's request dated March 2, 2021 to
review, study and/or prepare plans and estimates for the work associated with this
Agreement may be billed pursuant to the terms and conditions of this Agreement.
If STATE's project which precipitated this Agreement is canceled or modified so as to
eliminate the necessity of work, STATE will notify OWNER in writing and STATE reserves
the right to terminate this Agreement by Amendment. The Amendment shall provide
mutually acceptable terms and conditions for terminating the Agreement.
All obligations of STATE and/or LPA under the terms of this Agreement are subject to
the acceptance of the Agreement by LPA Board of Directors or the Delegated
Authority (as applicable), the passage of the annual Budget Act by the State
Legislature, and the allocation of those funds by the California Transportation
Commission."
It is understood that said highway is a Federal aid highway and accordingly, 23 CFR,
Chapter 1, Part 645 is hereby incorporated into this Agreement.
In addition, the provisions of 23 CFR 635.41 0, Buy America, are also incorporated into
this agreement. The Buy America requirements are further specified in Moving Ahead
for Progress in the 21st Century (MAP -21), section 1518: 23CFR635.410 requires that all
manufacturing processes have occurred in the United States for steel and iron
products (including the application of coatings) installed on a project receiving
funding from the FHWA.
OWNER understands and acknowledges that this project is subject to the requirements
of the Buy America law (23 U.S.C., Section 313) and applicable regulations, including
UTILITY AGREEMENT (cont.)
Page 5 of 6
UTILITY AGREEMENT NO. 10-3999.32
23 CFR 635.410 and FHWA guidance. OWNER hereby certifies that in the performance
of this Agreement, for products where Buy America requirements apply, it shall furnish
STATE's highway contractor only such products for which it has received a certification
from its supplier, or provider of construction services that procures the product
certifying Buy America compliance. This does not include products for which waivers
have been granted under 23 CFR 635.410 or other applicable provisions or excluded
material cited in the Department's guidelines for the implementation of Buy America
requirements for utility relocations issued on December 3, 2013.
IN WITNESS WHEREOF, the above parties have executed this Agreement the day
and year above written.
STATE: DEPARTMENT OF TRANSPORTATION OWNER: City of Lodi
By _ By
Name JAMES D. GONZALEZ Date Name Date
Title Assistant Central Region Chief Title Q;3c—�
Right of Way
APPROVAL RECOMMENDED:
By By
Name STEPHEN WOODFILL Date Name NANCY QUESADA Date
Title District Utility Coordinator Title Utility Coordinator
Right of Way Right of Way
Approved as to Forin:
JANICE D. MAGDICH
City Attorney k,
THIS AGREEMENT SHALL NOT BE EXECUTED BY THE STATE OF CALIFORNIA - DEPARTMENT
LOF TRANSPORTATION UNTIL FUNDS ARE CERTIFIED.
UTILITY AGREEMENT (cont.)
DO NOT WRITE BELOW - FOR ACCOUNTING PURPOSES ONLY
Page 6 of 6
UTILITY AGREEMENT NO. 10-3999.32 1
PLANNING AND MANAGEMENT TO COMPLETE UNSHADED FIELDS:
UTILITY
COMPLETES:
T DOCUMENT SUF CHG PROJECT SPECIAL
ODE NUMBER FEST DIST UNIT DIST ID PHASE: DESIGNATION FFY I
OBJ
FA CODE
DOLLAR
AMOUNT
UA3999.32 10 1535 1017000016
R/W Planning and Management
$5,400.00
PROJECT ID FUNDING VERIFIED:
I hereby certify upon my own personal knowledge that budgeted
funds are
available for the period and purpose of the expenditure shown
here.
Si n:>
ITEM
Print> Sara Blum
Date
R/W Planning and Management
REVIEW/REQUEST FUNDING:
I hereby certify upon my own personal knowledge that budgeted
funds are
available for the period and purpose of the expenditure shown
here.
Si n>
ITEM
Print> NANCY QUESADA
Date
Utility Coordinator
THE ESTIMATED COST TO STATE FOR ITS SHARE OF THE ABOVE DESCRIBED WORK IS $5,400.00
CERTIFICATION OF FUNDS
I hereby certify upon my own personal knowledge that budgeted
funds are
available for the period and purpose of the expenditure shown
here.
Planning and Manage ment Date
ITEM
CHAP STAT
FY AMOUNT
FUND TYPE PROJECT ID AMOUNT
Design Funds $
Construction Funds 1017000016 $5,400.00
RW Funds
Vendor/Customer: VC1000020222
Address ID: AD
STATE OF CALIFORNIA • DEPARTMENT OF TRANSPORTATION
UTILITY AGREEMENT
RW 13-5 (REV 1/2019)
Distribution: 2 originals to R/W Accounting
1 original to Utility Owner
1 District
Page 7 of 7