HomeMy WebLinkAboutContracts & Agreements_216-2015_CCv0001.pdf AGREEMENT TO PERFORM PROFESSIONAL SERVICES
This agreement for the provision of appraisal services("Agreement")is made and entered
in this 251h day of November, 2015 ("Effective Date"), by and between the City of Redlands, a
municipal corporation ("City)" and BTI Appraisal ("Consultant"). City and Consultant are
sometimes individually referred to herein as a "Party" and, together, as the "Parties." In
consideration of the mutual promises contained herein,City and Consultant agree as follows:
ARTICLE I —ENGAGEMENT OF CONSULTANT
1.1 City hereby engages Consultant to provide appraisal services for City's Development
Services Department(the"Services").
1.2 The Services shall be performed by Consultant in a professional manner, and Consultant
represents that it has the skill and the professional expertise necessary to provide the
Services to the City at a level of competency presently maintained by other practicing
professional consultants in the industry providing like and similar types of Services.
ARTICLE 2—SERVICES OF CONSULTANT
2.1 The Services that Consultant shall perform are more particularly described in Exhibit
"A," entitled "Scope of Services and Project Schedule," which is attached hereto and
incorporated herein by reference.
2.2 Consultant shall comply with applicable federal, state and local laws and regulations in
the performance of this Agreement including, but not limited to, State prevailing wage
laws.
ARTICLE 3—RESPONSIBILITIES OF CITY
3.1 City shall make available to Consultant information in its possession that may assist
Consultant in performing the Services.
3.2 City designates Mr. Oscar W. Orci, Development Services Director, as City's
representative with respect to performance of the Services, and such person shall have the
authority to transmit instructions, receive information, interpret and define City's policies
and decisions with respect to performance of the Services.
ARTICLE 4—PERFORMANCE OF SERVICES
4.1 Consultant shall perform and complete the Services in a prompt and diligent manner in
accordance with the schedule set forth in Exhibit"A."The Services shall commence on
the Effective Date of this Agreement and be completed before December 2,2015.
4.2 If Consultant's Services include deliverable electronic visual presentation materials, such
materials shall be delivered in a form, and made available to the City, consistent with
1:\ca\djm\Agreements\BT1 Appraisal Agreement 13 25.15.doc I
City Council adopted policy for the same. It shall be the obligation of Consultant to
obtain a copy of such policy from City Staff.
ARTICLE 5—PAYMENTS TO CONSULTANT
5.1 The total compensation for Consultant's performance of the Services shall not exceed the
amount Forty Four Thousand dollars ($44,000.00). City shall pay Consultant on a time
and materials basis up to the not to exceed amount, in accordance with Exhibit "B"
entitled "Project Costs and Hourly Rates." Exhibit `B" is attached hereto and
incorporated herein by this reference.
5.2 Consultant shall submit monthly invoices to City describing the Services performed
during the preceding month. Consultant's invoices shall include a brief description of the
Services performed,the dates the Services were performed,the number of hours spent and
by whom, and a description of reimbursable expenses related to the Services. City shall
pay Consultant no later than thirty(30) days after receipt and approval by City of
Consultant's invoice.
5.3 Any notice or other communication required, or which may be given, pursuant to this
Agreement, shall be in writing. Any such notice shall be deemed delivered(i) on the date
of delivery in person; (ii) five (5) days after deposit in first class registered mail, with
return receipt requested; (iii) on the actual delivery date if deposited with an overnight
courier-, or (iv) on the date sent by facsimile, if confirmed with a copy sent
contemporaneously by first class, certified, registered or express mail; in each case
properly posted and fully prepaid to the appropriate address set forth below, or such other
address as a Party may provide notice in accordance with this section:
CitV Consultant
Oscar Orci,Director Ben F. Tunnell III,Chairman
Development Services Department BTI Appraisal
City of Redlands 605 W. Olympic Blvd., Suite 820
35 Cajon Street, Suite 20 Los Angeles,CA 90015
PO Box 3005 (mailing)
Redlands,CA 92373
ARTICLE 6—INSURANCE AND INDEMNIFICATION
6.1 Insurance required by this Agreement shall be maintained by Consultant for the duration
of its performance of the Services. Consultant shall not perform any Services unless and
until the required insurance listed below is obtained by Consultant. Consultant shall
provide City with certificates of insurance and endorsements evidencing such insurance
prior to commencement of the Services. Insurance policies shall include a provision
prohibiting cancellation or modification of the policy except upon thirty (30) days prior
written notice to City.
1:1ca1djm\Agreemen1s\BTl Appraisal Agreement 11.25.15.doe 2
f
6.2 Workers' Compensation and Employer's Liability insurance in the amount that meets
statutory requirements with an insurance carrier acceptable to City, or certification to
City that Consultant is self-insured or exempt from the workers' compensation laws of
the State of California. Consultant shall provide City with Exhibit "C," entitled
"Workers' Compensation Insurance Certification," which is attached hereto and
incorporated herein by this reference prior to commencement of the Services.
6.3 Consultant shall secure and maintain comprehensive general liability insurance with
carriers acceptable to City. Minimum coverage of One Million Dollars ($1,000,000) per
occurrence and Two Million Dollars ($2,000,000) aggregate for public liability, property
damage and personal injury is required. City shall be named as an additional insured and
such insurance shall be primary and non-contributing to any insurance or self-insurance
maintained by City.
6.4 Consultant shall secure and maintain professional liability insurance throughout the term
of this Agreement in the amount of One Million Dollars ($1,000,000)per claim made.
6.5 Consultant shall secure and maintain business auto liability coverage, with minimum
limits of One Million Dollars ($1,000,000) per occurrence, combined single limit bodily
injury liability and property damage liability. This coverage shall include all Consultant
owned vehicles used in connection with Consultant's provision of the Services,hired and
non-owned vehicles, and employee non-ownership vehicles. City shall be named as an
additional insured and such insurance shall be primary and non-contributing to any
insurance or self insurance maintained by City.
6.6 Consultant shall defend, indemnify and hold harmless City and its elected officials,
employees and agents from and against any and all claims, losses or liability, including
attorneys' fees, arising from injury or death to persons or damage to property occasioned
by any negligent act or omission by, or the willful misconduct of, Consultant, or its
officers, employees and agents in performing the Services.
ARTICLE 7—CONFLICTS OF INTEREST
7.1 Consultant covenants and represents that it does not have any investment or interest in
any real property that may be the subject of this Agreement or any other source of
income, interest in real property or investment that would be affected in any manner or
degree by the performance of Consultant's Services. Consultant further covenants and
represents that in the performance of its duties hereunder, no person having any such
interest shall perform any Services under this Agreement.
7.2 Consultant agrees it is not a designated employee within the meaning of the Political
Reform Act because Consultant:
A. Does not make a governmental decision whether to:
(i) approve a rate,rule or regulation,or adopt or enforce a City law;
l:\ca\djm\AgreementslBTl Appraisal Agreement 11.25.15.doe 3
(ii) issue, deny, suspend or revoke any City permit, license, application,
certification, approval,order or similar authorization or entitlement;
(iii) authorize the City to enter into,modify or renew a contract;
(iv) grant City approval to a contract that requires City approval and to which
City is a party,or to the specifications for such a contract;
(v) grant City approval to a plan,design, report, study or similar item;
(vi) adopt or grant City approval of policies,standards or guidelines for City or
for any subdivision thereof.
B. Does not serve in a staff capacity with City and in that capacity, participate in
making a governmental decision or otherwise perform the same or substantially
the same duties for City that would otherwise be performed by an individual
holding a position specified in City's Conflict of Interest Code under Government
Code section 87302.
7.3 In the event City determines that Consultant must disclose its financial interests,
Consultant shall complete and file a Fair Political Practices Commission Form 700,
Statement of Economic Interests, with the City Clerk's office pursuant to the written
instructions provided by the City Clerk.
ARTICLE 8 —GENERAL CONSIDERATIONS
8.1 In the event any action is commenced to enforce or interpret any of the terms or
conditions of this Agreement the prevailing Party shall, in addition to any costs and other
relief, be entitled to the recovery of its reasonable attorneys' fees, including fees for the
use of in-house counsel by a Party.
8.2 Consultant shall not assign any of the Services, except with the prior written approval of
City and in strict compliance with the terms and conditions of this Agreement.
8.3 Records, drawings, designs, cost estimates, electronic data files, databases and any other
documents developed by Consultant in connection with its performance of the Services,
and any copyright interest in such documents, shall become the property of City and shall
be delivered to City upon completion of the Services, or upon the request of City. Any
reuse of such documents, and any use of incomplete documents, shall be at City's sole
risk.
8.4 Consultant is for all purposes under this Agreement an independent contractor and shall
perform the Services as an independent contractor. Neither City nor its agents shall have
control over the conduct of Consultant or Consultant's employees, except as herein set
forth. Consultant shall supply all necessary tools and instrumentalities required to
perform the Services. Assigned personnel employed by Consultant are for its account
only, and in no event shall Consultant or personnel retained by it be deemed to have been
employed by City or engaged by City for the account of, or on behalf of City. Consultant
shall have no authority, express or implied, to act on behalf of City in any capacity
lAcaldjm\Agreemen1s\BT1 Appraisal Agreement 11.25.15.doc 4
whatsoever as an agent, nor shall Consultant have any authority, express or implied, to
bind City to any obligation.
8.5 Unless earlier terminated as provided for below, this Agreement shall terminate upon
completion and acceptance of the Services by City. This Agreement may be terminated
by City, in its sole discretion,by providing not less than five (5)days prior written notice
to Consultant of City's intent to terminate. If this Agreement is terminated by City, an
adjustment to Consultant's compensation shall be made, but (1) no amount shall be
allowed for anticipated profit or unperformed Services, and (2) any payment due
Consultant at the time of termination may be adjusted to the extent of any additional costs
to City occasioned by any default by Consultant. Upon receipt of a termination notice,
Consultant shall immediately discontinue its provision of the Services and,within five(5)
days of the date of the termination notice, deliver or otherwise make available to City,
copies (in both hard copy and electronic form, where applicable) of project related data,
design calculations, drawings, specifications, reports, estimates, summaries and such
other information and materials as may have been accumulated by Consultant in
performing the Services. Consultant shall be compensated on a pro-rata basis for Services
completed up to the date of termination.
8.6 Consultant shall maintain books, ledgers, invoices, accounts and other records and
documents evidencing costs and expenses related to the Services for a period of three (3)
years, or for any longer period required by law, from the date of final payment to
Consultant pursuant to this Agreement. Such books shall be available at reasonable times
for examination by City at the office of Consultant.
8.7 This Agreement, including the Exhibits incorporated herein by reference, represents the
entire agreement and understanding between the Parties as to the matters contained
herein, and any prior negotiations,written proposals or verbal agreements relating to such
matters are superseded by this Agreement. Except as otherwise provided for herein, any
amendment to this Agreement shall be in writing, approved by City and signed by City
and Consultant.
8.8 This Agreement shall be governed by and construed in accordance with the laws of the
State of California.
8.9 If one or more of the sentences, clauses, paragraphs or sections contained in this
Agreement is declared invalid, void or unenforceable by a court of competent
jurisdiction, the same shall be deemed severable from the remainder of this Agreement
and shall not affect, impair or invalidate the remaining sentences, clauses, paragraphs or
sections contained herein, unless to do so would deprive a Party of a material benefit of
its bargain under this Agreement.
I:1caldjm\Agreements\$TI Appraisal Agreement 11,25,1 5.doc 5
IN WITNESS WHEREOF, duly authorized representatives of City and Consultant have signed
in confirmation of this Agreement.
CITY OF REDLANDS BTI Appraisal
By By:
Enrique M i e , ity Manag Ben F.tudim 11111, Chairman
Attest:
Sam Irw , City Clerk
1:\ca\djm\Agreements\BTI Appraisal Agreement 11?5.15.doc 6
EXHIBIT "A"
SCOPE OF SERVICES AND PROJECT SCHEDULE
i�
> � PPrisa"I ;
November 20,2015
**VIA E-MAIL ONLY**
Linda McCasland
Administrative Analyst
City of Redlands
35 Cajon Street, Suite 20
Redlands, CA 92373
Re: IRFP#DSD2015
Dear Ms.McCasland:
This will confirm our agreement to appraise the current fair market values of
the privately owned parcels listed as follows:
- APNs:0292-18401,03
- APNs: 0292-154-02,05 & 18
- APN:0169-351-07-000
- APN:0169-351-02 &03-0000
APN: 0169-351-04-000
I understand that neither access nor income or expenses will be provided for
these properties and that our assignment is confidential. Those land parcels which are
contiguous and commonly owned will be appraised as single parcels.
Furthermore, we will appraise the current fair market values of each of the
three City owned parcels, individually, listed as follows:
APN:0169-351-01-0000
APN: 0169-351-05-0000
- APN:0169-351-06-0000
With regard to the City owned parcels, we will also conclude the fair market
rental values (by each building on the three parcels) from 1985 through the date of our
appraisal with rental values shown by year. We will allocate the land values of the three
parcels in a reasonable manner among the various buildings in order to establish our rental
values.
VALUE
T E R 5
IN;, 11 1
606 W.Olympic Blvd.,Sulte 820-Los Angeles,CA 90015•tel:(213)532-3800-fax(213)532-3807-www.bleMmisW.com
Linda McCasland
November 20,2015
Page 2
We will deliver PDF versions and,if possible,hard copies to you no later than
the morning of Tuesday, December 1, 2015. The fixed fee for this assignment is $44,000.
Should any additional services be requested following issuance of these reports such work
will either be quoted as a fixed fee or billed pursuant to the attached Fee Policy.
Sincerely yours, Accepted&Agreed
Oen . unnell III ,
Chairman
Date:
BT:kp
Enclosure
EXHIBIT "B"
PROJECT COSTS AND HOURLY RATES
0
a�aPP:ral'sa 1�;.
Fee Policy
For many projects a fixed fee can be quoted in advance,for other proj ects,charges depend on
the personnel assigned, the total time required and any expenses that might be incurred such as
mileage, parking, postage and copies. Our hourly rates are listed below and are the same for
deposition or trial work.
Ben F.Tunnell III,Chairman $475
Megan O'Rourke, President $385
William Kasper, Senior Vice President $350
Alan R. Raxter, Senior Vice President $325
Stephen O'Rourke, Senior Vice President $325
Appraiser $254
Administrative/Secretarial $ 60
We are pleased to bill our established clients either upon issuance of the report or at the end
of each month,whichever occurs first. Litigation matters are either billed weekly or semimonthly in
order to keep the client abreast of our activities and charges. For newer clients, retainers are
normally requested; charges in excess of the retainer are payable prior to issuance of value
conclusions or at the end of each billing period,whichever occurs first.
All bills are due and payable upon receipt. In any litigation,arbitration,or other proceeding
by which BTI seeks to enforce its rights to payment of amounts owning,BTI shall be entitled to
recover its reasonable attorneys fees,costs and expenses to resolve the dispute and enforce the final
judgment.
If you wish to name us as an expert witness in pending litigation,and we accept,we require a
non refundable retainer of$1,000 irrespective of any work being required. Any work performed on
the assignment will be billed against this retainer.
Please also note that ourpoticy is to provide testimony(courtroom or deposition)only after
full payment forallservicespreviously rendered and a retainerforservices requested is received in
our office.
VALUE
T E R S
606 W.Olympic Blvd.,Sulte 820•Los Angeles,CA 90015.tel:(213)532-3800-fax:(213)532-3807•www.bdappralsal.com
EXHIBIT "C"
WORKERS' COMPENSATION INSURANCE CERTIFICATION
Every employer, except the State, shall secure the payment of compensation in one or more of
the following ways:
(a) By being insured against liability to pay compensation by one or more insurers
duly authorized to write compensation insurance in this State.
(b) By securing from the Director of Industrial Relations, a certificate of consent to
self-insure, either as an individual employer, or as one employer in a group of
employers, which may be given upon furnishing proof satisfactory to the Director
of Industrial Relations of ability to self-insure and to pay any compensation that
may become due to his or her employees.
CHECK ONE
�I am aware of the provisions of Section 3700 of the Labor Code which requires every
employer to be insured against liability for Workers' Compensation or to undertake self-
insurance in accordance with the provisions of that Code, and I will comply with such provisions
before commencing the performance of the work and activities required or permitted under this
Agreement. (Labor Code §1861).
I affirm that at all times, in performing the work and activities required or permitted under
this Agreement, I shall not employ any person in any manner such that I become subject to the
workers' compensation laws of California. However, at any time, if I employ any person such
that I become subject to the workers' compensation laws of California, immediately I shall
provide the City with a certificate of consent to self-insure, or a certification of workers'
compensation insurance.
I certify under penalty of perjury under the laws of the State of California that the information
and representations made in this certificate are true and correct.
BTI Appraisal Date: (t/3o11
By:
Ben F.Tunnell III
I:\Planning\Linda\City FonnsTurchasing\BTI Appraisal Agreement RFP DSD2015.doc