HomeMy WebLinkAbout2007-05-08; City Council; Resolution 2007-1121
RESOLUTION NO. 2007-112
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Transportation funds to implement a Disadvantaged Business Enterprise Programo
("DBE Program"); and
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WHEREAS, the DBE Program must be included in any local government contracts
which are wholly or partially funded with Federal Transportation funds; and
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A RESOLUTION APPROVING THE CITY OF CARLSBAD
DISADVANTAGED BUSINESS ENTERPRISE (DBE) PROGRAM AS
CONTAINED WITHIN CITY COUNCIL POLICY STATEMENT NO. 67
AND AUTHORIZING THE CITY MANAGER TO EXECUTE THE
DBE PROGRAM RACE-NEUTRAL IMPLEMENTATION AGREEMENT
FOR THE CITY OF CARLSBAD. CALIFORNIA.
WHEREAS, the Federal Department of Transportation, under the Code of Federal
Regulations, Title 49; Part 23, requires each local government entity receiving Federal
WHEREAS, Caltrans has now been entrusted with local agency oversight responsibility
for DBE implementation for all federal transportation funded programs, wholly or in part; and
WHEREAS, the Caltrans Civil Rights Program has made technical changes to the
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Disadvantaged Business Enterprise (DBE) Program Plan consisting of modifying the Race-Neutral
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Measures section of the plan to read identically to 49CFR Part 26.51 (b), (1) - (9); and
15 WHEREAS, Caltrans is requiring the City of Carlsbad to execute the DBE Program
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WHEREAS, adoption of the DBE Program Race-Neutral Implementation Agreement for
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the City of Carlsbad, California, will enable the City to receive federal funding for existing and
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Race-Neutral Implementation Agreement for the City of Carlsbad, California, to ensure compliance
with all elements of Title 49, Part 26 of the CFR entitled "Participation by Disadvantaged Business
Enterprises in Department of Transportation Financial Assistance Programs"; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
California, as follows:
23 1 • That the above recitations are true and correct.
2. That the City Council of the City of Carlsbad, California, does hereby approve the
DBE Program Race-Neutral Implementation Agreement for the City of Carlsbad, California,
25 attached to AB # 18,996 and incorporated in City Council Policy Statement No. 67.
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3. That the City Council of the City of Carlsbad, California, authorizes the
City Manager to execute the DBE Program Race-Neutral Implementation Agreement for the City of
Carlsbad, California.
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 8th day of May, 2007, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard
NOES: None
ABSENT: None
ATTEST:
LORRA4NE M. WOOD, City Clerk
(SEAL)
Local Assistance Procedures Manual EXHIBIT 9-A
Dlsadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
EXHIBIT 9-A
DISADVANTAGED BUSINESS
ENTERPRISE (DBE) PROGRAM
RACE-NEUTRAL
IMPLEMENTATION
AGREEMENT
FOR THE
CITY OF CARLSBAD
CALIFORNIA
May 2007
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LPP 06-06 May 8, 2007
Local Assistance Procedures Manual EXHIBIT 9-A
Disadvantage!) Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
DISADVANTAGED BUSINESS ENTERPRISE RACE-NEUTRAL
IMPLEMENTATION AGREEMENT
For the City of Carlsbad, hereinafter referred to as "RECIPIENT."
I Definition of Terms
The terms used in this agreement have the meanings defined in 49 CFR § 26.5.
II OBJECTIVE/POLICY STATEMENT (§26/1. 26/23)
The RECIPIENT intends to receive federal financial assistance from the U. S. Department of
Transportation (DOT) through the California Department of Transportation (Caltrans), and as a
condition of receiving this assistance, the RECIPIENT will sign the California Department of
Transportation's Disadvantaged Business Enterprise Implementation Agreement (hereinafter
referred to as Agreement). The RECIPIENT agrees to implement the State of California,
Department of Transportation Disadvantaged Business Enterprise (DBE) Program Plan
(hereinafter referred to as the DBE Program Plan) as it pertains to local agencies. The DBE
Program Plan is based on U.S. Department of Transportation (DOT), 49 CFR, Part 26
requirements.
It is the policy of the RECIPIENT to ensure that DBEs, as defined in Part 26, have an equal
opportunity to receive and participate in DOT-assisted contracts. It is also their policy:
• To ensure nondiscrimination in the award and administration of DOT-assisted contracts.
• To create a level playing field on which DBE's can compete fairly for DOT-assisted
contracts.
• To ensure their annual overall DBE participation percentage is narrowly tailored, in
accordance with applicable law.
• To ensure only firms that fully meet 49 CFR, Part 26 eligibility standards are permitted to
participate as DBEs.
• To help remove barriers to the participation of DBEs in DOT-assisted contracts.
• To assist the development of firms that can compete successfully in the market place
outside the DBE Program.
III Nondiscrimination (§26.7)
RECIPIENT will never exclude any person from participation in, deny any person the benefits of,
or otherwise discriminate against anyone in connection with the award and performance of any
contract covered by 49 CFR, Part 26 on the basis of race, color, sex, or national origin. In
administering the local agency components of the DBE Program Plan, the RECIPIENT will not,
directly, or through contractual or other arrangements, use criteria or methods of administration
that have the effect of defeating or substantially impairing accomplishment of the objectives of
the DBE Program Plan with respect to individuals of a particular race, color, sex, or national
origin.
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Local Assistance Procedures Manual EXHIBIT 9-A
Disadvantage*! Business Enterprise Race-Neutral
^_ Implementation Agreement for Local Agencies
IV Annual DBE Submittal Form (§26.21)
The RECIPIENT will provide to the Caltrans' District Local Assistance Engineer (DLAE) a
completed DBE Annual Submittal Form (Exhibit 9-B) by June 1 of each year for the following
Federal Fiscal Year (FFY). This form includes an Annual Anticipated DBE Participation Level
(AADPL), methodology for establishing the AADPL, the name, phone number, and electronic
mailing address of the designated DBELO, and the choice of Prompt Pay Provision to be used
by the RECIPIENT for the following FFY.
V Race-Neutral Means of Meeting the Annual DBE Goal (§26.51)
RECIPIENT will assist Caltrans to achieve its Overall Statewide DBE Goal by using race-neutral
means of facilitating DBE participation. Race-neutral DBE Participation includes any time a
DBE wins a prime contract through customary competitive procurement procedures, is awarded
a subcontract on a prime contract that does not carry a DBE goal, or even if there is a DBE
goal, wins a subcontract from a prime contractor that did not consider its DBE status in making
the award (e.g., a prime contractor that uses a strict low bid system to award subcontracts).
Race-neutral means include, but are not limited to the following:
1. Arranging solicitations, times for the presentation of bids, quantities, specifications, and
delivery schedules in ways that facilitate DBE, and other small businesses, participation
(e.g., unbundling large contracts to make them more accessible to small businesses,
requiring or encouraging prime contractors to subcontract portions of work that they might
otherwise perform with their own forces);
2. Providing assistance in overcoming limitations such as inability to obtain bonding or
financing (e.g., by such means as simplifying the bonding process, reducing bonding
requirements, eliminating the impact of surety costs from bids, and providing services to
help DBEs and other small businesses obtain bonding and financing);
3. Providing technical assistance and other services;
4. Carrying out information and communication programs on contracting procedures and
specific contract opportunities (e.g., ensuring the inclusion of DBEs and other small
businesses on recipient mailing lists of bidders; ensuring the dissemination to bidders on
prime contracts of lists of potential subcontractors provision of information in languages
other than English, where appropriate);
5. Implementing a supportive services program to develop and improve immediate and long-
term business management, record keeping, and financial and accounting capability for
DBEs and other small businesses;
6. Providing services to help DBEs and other small businesses improve long-term
development, increase opportunities to participate in a variety of kinds of work, handle
increasingly significant projects, and achieve eventual self-sufficiency;
7. Establishing a program to assist new, start-up firms, particularly in fields in which DBE
participation has been historically low;
8. Ensuring distribution of the DBE directory, through print and electronic means, to the
widest feasible universe of potential prime contractor; and
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Local Assistance Procedures Manual EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
9. Assisting DBEs and other small businesses to develop their capability to utilize emerging
technology and conduct business through electronic media.
VI QUOTAS (§26.43
RECIPIENT will not use quotas or set-asides in any way in the administration of the local
agency component of the DBE Program Plan.
VII DBE Liaison Officer (DBELO) (§26.25)
RECIPIENT has designated a DBE Liaison Officer. The DBELO is responsible for implementing
the DBE Program Plan, as it pertains to the RECIPIENT, and ensures the RECIPIENT is fully
and properly advised concerning DBE Program Plan matters. The DBELO has direct,
independent access to the City Manager for the City of Carlsbad concerning DBE matters. The
Planning and Programs Division of the Public Works, Engineering Department, which consists
of a Deputy City Engineer, a Senior Engineer, an Associate Engineer and three Engineering
Technicians, will support the DBELO. It is the Planning and Programs Division's primary
function to implement important programs such as the DBE Program. In addition to the
Planning and Programs staff, the support of the Public Works, Engineering Department
administrative staff is also available as needed. The name, address, telephone number,
electronic mail address, and an organization chart displaying the DBELO's position in the
organization are found in Attachment A to this Agreement. This information will be updated
annually and included on the DBE Annual Submittal Form.
The DBELO is responsible for developing, implementing, and monitoring the RECIPIENT'S
requirements of the DBE Program Plan in coordination with other appropriate officials. Duties
and responsibilities include the following:
1. Gathers and reports statistical data and other information as required.
2. Reviews third party contracts and purchase requisitions for compliance with this program.
3. Works with all departments to determine projected Annual Anticipated DBE Participation
Level.
4. Ensures bid notices and requests for proposals are made available to DBEs in a timely
manner.
5. Analyzes DBE participation and identifies ways to encourage participation through race-
neutral means.
6. Participates in pre-bid meetings.
7. Advises the CEO/governing body on DBE matters and DBE race-neutral issues.
8. Provides DBEs with information and recommends sources to assist in preparing bids,
obtaining bonding and insurance.
9. Plans and participates in DBE training seminars.
10. Provides outreach to DBEs and community organizations to fully advise them of
contracting opportunities.
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'-I
Local Assistance Procedures Manual EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
VIII Federal Financial Assistance Agreement Assurance (§26.13)
RECIPIENT will sign the following assurance, applicable to and to be included in all DOT-
assisted contracts and their administration, as part of the program supplement agreement for
each project.
The recipient shall not discriminate on the basis of race, color, national origin, or sex in the
award and performance of any DOT-assisted contract, or in the administration of its DBE
Program, or the requirements of 49 CFR Part 26. The recipient shall take all necessary and
reasonable steps under 49 CFR, Part 26 to ensure nondiscrimination in the award and
administration of DOT-assisted contracts. The recipient's DBE Program, as required by 49
CFR, Part 26 and as approved by DOT, is incorporated by reference in this agreement.
Implementation of this program is a legal obligation and failure to carry out its terms shall be
treated as a violation of this agreement. Upon notification to the recipient of its failure to carry
out its approved program, the Department may impose sanctions as provided for under Part 26
and may, in appropriate cases, refer the matter for enforcement under 18 U.S.C. 1001 and/or
the Program Fraud Civil Remedies Act of 1986 (31 U.S.C. 3801 et seq.). [Note - this language
is to be used verbatim, as it is stated in §26.13(a).]
IX DBE Financial Institutions (§26.27)
It is the policy of the RECIPIENT to investigate the full extent of services offered by financial
institutions owned and controlled by socially and economically disadvantaged individuals in the
community to make reasonable efforts to use these institutions, and to encourage prime
contractors on DOT-assisted contracts to make use of these institutions.
Information on the availability of such institutions can be obtained from the DBELO. The
Caltrans' Disadvantaged Business Enterprise Program may offer assistance to the DBELO.
X Directory (§26.31)
RECIPIENT will refer interested persons to the Unified Certification Program DBE directory
available from the Caltrans Disadvantaged Business Enterprise Program's website at
www.dot.ca.gov/hq/bep.
XI Required Contract Clauses (§§26.13, 26.29)
RECIPIENT ensures the following clauses or equivalent will be included in each DOT-assisted
prime contract:
A. CONTRACT ASSURANCE
The contractor or subcontractor shall not discriminate on the basis of race, color, national origin,
or sex in the performance of this contract. The contractor shall carry out applicable requirements
of 49 CFR, Part 26 in the award and administration of DOT-assisted contracts. Failure by the
contractor to carry out these requirements is a material breach of this contract, which may result
in the termination of this contract or such other remedy, as recipient deems appropriate.
[Note - This language is to be used verbatim, as stated in §26.13 (b). See Caltrans Sample
Boiler Plate Contract Documents on the Internet at www.dot.ca.gov/hq/LocalPrograms under
"Publications."]
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Local Assistance Procedures Manual EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
B. PROMPT PAYMENT
Prompt Progress Payment to Subcontractors
A prime contractor or subcontractor shall pay to any subcontractor not later than 10-days
of receipt of each progress payment, in accordance with the provision in Section 7108.5
of the California Business and Professions Code concerning prompt payment to
subcontractors. The 10-days is applicable unless a longer period is agreed to in writing.
Any delay or postponement of payment over 30-days may take place only for good
cause and with the agency's prior written approval. Any violation of Section 7108.5 shall
subject the violating contractor or subcontractor to the penalties, sanctions, and other
remedies of that Section. This requirement shall not be construed to limit or impair any
contractual, administrative, or judicial remedies, otherwise available to the contractor or
subcontractor in the event of a dispute involving late payment or nonpayment by the
contractor, deficient subcontractor performance, and/or noncompliance by a
subcontractor. This clause applies to both OBE and non-DBE subcontractors.
Prompt Payment of Withheld Funds to Subcontractors
The local agency shall include either (1), (2), or (3) of the following provisions [local
agency equivalent will need Caltrans approval] in their federal-aid contracts to ensure
prompt and full payment of retainage [withheld funds] to subcontractors in compliance
with 49 CFR 26.29.
1. No retainage will be held by the agency from progress payments due to the prime
contractor. Prime contractors and subcontractors are prohibited from holding retainage
from subcontractors. Any delay or postponement of payment may take place only for
good cause and with the agency's prior written approval. Any violation of these
provisions shall subject the violating contractor or subcontractor to the penalties,
sanctions, and other remedies specified in Section 7108.5 of the California Business and
Professions Code. This requirement shall not be construed to limit or impair any
contractual, administrative, or judicial remedies, otherwise available to the contractor or
subcontractor in the event of a dispute involving late payment or nonpayment by the
contractor, deficient subcontractor performance, and/or noncompliance by a
subcontractor. This clause applies to both DBE and non-DBE subcontractors.
2. No retainage will be held by the agency from progress payments due the prime
contractor. Any retainage kept by the prime contractor or by a subcontractor must be
paid in full to the earning subcontractor in 30-days after the subcontractor's work is
satisfactorily completed. Any delay or postponement of payment may take place only for
good cause and with the agency's prior written approval. Any violation of these
provisions shall subject the violating contractor or subcontractor to the penalties,
sanctions, and remedies specified in Section 7108.5 of the California Business and
Professions Code. This requirement shall not be construed to limit or impair any
contractual, administrative, or judicial remedies, otherwise available to the contractor or
subcontractor in the event of a dispute involving late payment or nonpayment by the
contractor, deficient subcontractor performance, and/or noncompliance by a
subcontractor. This clause applies to both DBE and non-DBE subcontractors.
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Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
3. The agency shall hold retainage from the prime contractor and shall make prompt
and regular incremental acceptances of portions, as determined by the agency of the
contract work and pay retainage to the prime contractor based on these acceptances.
The prime contractor or subcontractor shall return all monies withheld in retention from
all subcontractors within 30-days after receiving payment for work satisfactorily
completed and accepted including incremental acceptances of portions of the contract
work by the agency. Any delay or postponement of payment may take place only for
good cause and with the agency's prior written approval. Any violation of these
provisions shall subject the violating prime contractor to the penalties, sanctions, and
other remedies specified in Section 7108.5 of the California Business Professions Code.
This requirement shall not be construed to limit or impair any contractual, administrative,
or judicial remedies, otherwise available to the contractor or subcontractor in the event
of: a dispute involving late payment or nonpayment by the contractor; deficient
subcontractor performance; and/or noncompliance by a subcontractor. This clause
applies to both DBE and non-DBE subcontractors.
XII Local Assistance Procedures Manual
The RECIPIENT will advertise, award and administer DOT-assisted contracts in accordance
with the most current published Local Assistance Procedures Manual (LAPM).
XIII Bidders List (§26.11)
The RECIPIENT will create and maintain a bidders list, consisting of information about all DBE
and non-DBE firms that bid or quote on its DOT-assisted contracts. The bidders list will include
the name, address, DBE/non-DBE status, age, and annual gross receipts of the firms.
XIV Reporting to the DLAE
RECIPIENT will promptly submit a copy of the Local Agency Bidder-DBE Information (Exhibit
15-G "Local Agency bidder-DBE (Construction Contracts)-!nformation" or Exhibit 10-O "Local
Agency Proposer/Bidder-DBE (Consultant Contract)-! nformation" of the LAPM) to the DLAE at
the time of execution of consultant or construction contract award.
RECIPIENT will promptly submit a copy of the Final Utilization of DBE participation to the DLAE
using Exhibit 17-F "Final Report" - Utilization of Disadvantaged Business Enterprises (DBE),
First-Tier Subcontractors" of the LAPM immediately upon completion of the contract for each
consultant or construction contract.
XV Certification (§26.83(a))
RECIPIENT ensures that only DBE firms currently certified by the California Unified Certification
Program will participate as DBEs on DOT-assisted contracts.
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DBE ORGANIZATIONAL CHART
ATTACHMENT A
CITY OF CARLSBAD
PUBLIC WORKS DIVISION
ENGINEERING DEPARTMENT
1635 FARADAY AVENUE
CARLSBAD, CA. 92008
CITY COUNCIL
CITY MANAGER
RAYPATCHETT
(760) 434-2821
rpatc@ci. carlsbad. co. us
PUBLIC WORKS
DIRECTOR
GLENN PRUIM
(760) 602-2730
gprui@ci. carlsbad. co. us
CITY ENGINEER
BOB JOHNSON(Acting)
(760) 602-2752
bjohn @ci. carlsbad. co. us
DEPUTY CITY ENGINEER
DAVID MAUSER
(760) 602-2739
dhaus@ci. carlsbad. co. us
SENIOR CIVIL ENGINEER
MARSHALL PLANTZ
(760) 602-2766
mplan @ci. carlsbad. co. us
ASSOCIATE ENGINEER
STEVEN JANTZ
(760) 602-2738
sjan t@ci. carlsbad. co. us
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO ) ss.
I, Sherry Freisinger, Deputy Clerk of the City of Carlsbad, County of San Diego,
State of California, hereby certify that I have compared the foregoing copy with the
original RESOLUTION NO. 2007-112: APPROVING THE CITY OF CARLSBAD
DISADVANTAGED BUSINESS ENTERPRISE (QBE) PROGRAM AS CONTAINED
WITHIN CITY COUNCIL POLICY STATEMENT NO. 67 AND AUTHORIZING THE
CITY MANAGEMENT TO EXECUTE THE QBE PROGRAM RACE-NEUTRAL
IMPLEMENTATION AGREEMENT with the original now on file in the Office of the
City Clerk of the City of Carlsbad; that the same contains a full, true and correct
transcript therefrom and of the whole thereof.
Witness my hand and the seal of said City of Carlsbad, this 9th day of May, 2007.
SHERRyEREISINGE
'DEPUTTCLERK
(SEAL)