HomeMy WebLinkAboutContracts & Agreements_77-2001AGREEMENT TO FURNISH CONSULTING SERVICES
FOR
"PHASE TWO" OF A COST FEASIBILITY ANALYSIS FOR
THE REDLANDS SPORTS COMPLEX
This Agreement is made and entered into this 15`l' day of May, 2001, by and between the City of
Redlands, a municipal corporation ("City") and Keyser Marston Associates, Inc. ("Consultant").
In consideration of the mutual promises contained herein, City and Consultant agree as follows:
1.1
ARTICLE 1 - ENGAGEMENT OF CONSULTANT
City hereby engages Consultant to perform specialized financial consulting services (the
"Services"), which are more particularly described in Consultant's proposal designated as
Exhibit "A" and which is attached hereto and incorporated herein, for the preparation of
"Phase Two" of a Cost Feasibility Analysis for the Redlands Sports Complex (the "Project").
1.2 All Services performed by Consultant under this Agreement shall be done in a professional
manner, and Consultant represents that it is skilled and has the professional expertise
necessary to provide high quality specialized Services to City.
ARTICLE 2 - RESPONSIBILITIES OF CITY
2.1 City shall place at the disposal of Consultant all available information in its possession
pertinent to the Project.
2.2 City will provide access to and make all provisions for Consultant to enter upon property
as required by Consultant to perform the Services under this Agreement.
2.3 City will designate a person to act as City's representative with respect to the Services to be
performed under this Agreement, and such person shall have complete authority to transmit
instructions, receive information, interpret and define City's policies and decisions with
respect to materials, equipment, elements, and systems pertinent to the Services.
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ARTICLE 3 - RESPONSIBILITIES OF CONSULTANT
3.1 Consultant shall perform the Services promptly and shall prosecute them diligently in
accordance with the schedule desired in Exhibit "A."
ARTICLE 4 - PAYMENTS TO CONSULTANT
4.1 For the performance of the Services, City will pay Consultant on a time and materials basis.
and in an amount not to exceed $22,000.00. The fee does not include any reimbursable
expenses of Consultant.
4.2 Payment for the Services requested by City shall be in accordance with the established
budget described in Exhibit "A."
4.3 Payments by City to Consultant shall be made within thirty (30) days after receipt and
approval of Consultant's invoice, by warrant payable to Consultant.
All notices, bills and payments shall be made in writing and may be given by personal
delivery or by mail. Notices, bills, and payments sent by mail should be addressed as
follows:
City
Consultant
Ronald C. Mutter, Director
City of Redlands
Public Works Department
P.O. Box 3005
Redlands, CA 92373
James A. Rabe, Principal
Keyser Marston Associates, Inc.
500 South Grand Avenue, Suite 1480
Los Angeles, CA 90071
When so addressed, such notices shall be deemed given upon deposit in the United States
Mail; in all other instances, notices, bills and payments shall be deemed given at the time of
actual delivery. Changes may be made in the names and addresses of the person to whom
notices, bills, and payments are to be given by giving notice pursuant to this paragraph.
ARTICLE 5 - INSURANCE AND INDEMNIFICATION
5.1 Consultant shall maintain workers' compensation insurance and, in addition shall maintain
insurance to protect City from claims for damage due to bodily injury, personal injury, or
death and claims for injury to or destruction of tangible property while performing the
Services. Said public liability and property damage insurance shall be in a minimum
combined single limit of $1,000,000 per occurrence. City shall be named an additional
insured on the insurance coverage for public liability and property
damage, and such insurance shall be primary and non-contributing to any insurance or self-
insurance maintained by City. The Consultant shall provide City with a certificate
evidencing such insurance coverage.
5.2 Consultant agrees to maintain professional liability insurance while performing the Services
to protect City from negligent acts or omissions of a professional nature. The total aggregate
of Consultant's professional liability insurance coverage shall be a minimum of $1,000,000.
5.3 Consultant shall indemnify, hold harmless and defend City and its elected officials, agents
and employees from and against any and all claims, loss, damage, charge or expense, to
which they or any of them may be put or subjected to arising out of or resulting from any
willful or negligent act or actions, omission or failure to act on the part of Consultant, its
contractors, its suppliers, anyone directly or indirectly employed by it or anyone for whose
acts or omissions it may be liable in the performance of the Services.
ARTICLE 6 - GENERAL CONSIDERATIONS
6.1 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 recover its reasonable attorneys' fees.
6.2 Consultant shall not sublet or assign any of the Services except with the prior written
approval of the City and in strict compliance with the terms, provisions and conditions of this
Agreement.
6.3 The Consultant's key personnel proposed for the Services are as follows:
James A. Rabe
Kevin Engstrom
Consultant agrees that these key people will be made available and assigned to City's Project,
and that they will not be replaced without concurrence from City.
6.4 All documents, records, drawings, designs and specifications, cost estimates, and other
Project documents developed by Consultant pursuant to this Agreement shall become the
property of City and shall be delivered to City at City's request. Any reuse of such
documents for other projects and any use of incomplete documents will be at City's sole risk.
6.5 Consultant is for all purposes under this Agreement an independent contractor and not an
employee of City. All qualified personnel provided by Consultant pursuant to the provisions
of this Agreement are to be employed by Consultant for its account only, and in no event
shall Consultant or any personnel retained by him be deemed to have been employed by City
or engaged by City for the account of or on behalf of City.
6.6 Unless earlier terminated as stipulated below, this Agreement shall terminate upon
completion and acceptance by City of the Services.
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6.7 Upon receipt of a termination notice, Consultant shall (1) promptly discontinue all services
and (2) deliver or otherwise make available to City, copies of data, design calculations,
drawings, specifications, reports, estimates, summaries, and such other information and
materials as may have been accumulated by Consultant in performing this Agreement.
6.8 This Agreement, including the attachments incorporated herein by reference, represents the
entire agreement and understanding between the parties and any negotiations, proposals or
oral agreements are intended to be integrated herein and to be superseded by this written
Agreement. Any supplement or amendment to this Agreement to be effective shall be in
writing and signed by City and Consultant.
6.9 This Agreement shall be governed by and construed in accordance with the laws of the State
of California.
IN WITNESS WHEREOF, duly authorized representatives of the parties have signed in confirmation
of this Agreement.
CITY OF REDLANDS KEYSER MARSTON ASSOCIATES, INC.
"� 4
By svC��
Mayor
Date May 15, 2001
ATTEST:
Deputy City Clerk
4
KEYSER MARSTON ASSOCIATES INC.
500 SOUTH GRAND AVENUE, SUITE 1480
LOS ANGELES, CALIFORNIA 90071
PHONE: 213/622-8095
FAX: 213/622-5204
May 10, 2001
Mr. John Davidson
City Manager
City of Redlands
P.O. Box 3005
Redlands, CA 92373
Re: Revised Sports Complex Scope of Services
Dear Mr. Davidson:
ADVISORS IN:
REAL ESTATE
REDEVELOPMENT
AFFORDABLE HOUSING
ECONOMIC DEVELOPMENT
FISCAL IMPACT
.INFRASTRUCTU•RE FINANCE
VALUATION AND
LITIGATION SUPPORT
Los Angeles
Calvin E. Hollis, II
Kathleen H. Head
James A. Rabe
Paul C. Anderson
Gregory D. Soo-Hoo
San Diego
Gerald M. Trimble
Robert J. Wetmore
Paul C. Marra
SAN FRANCISCO
A. Jerry Keyser
Timothy C. Kelly
Kate Earle Funk
Debbie M. Kern
Pursuant to your request, Keyser Marston Associates, Inc. (KMA) prepared the following
scope of services for the Phase II market and feasibility analysis for the proposed sports
complex (Project). Phase II will utilize the findings of KMA's Phase I analysis and will include
a thorough evaluation of the Project's cash flow and a discussion of the potential deal
structures and financing options for the Project. This Phase II scope of services was included
in KMA's March 5, 2001, proposal to the City of Redlands (City). There have been no
changes to the scope of work or budget.
SCOPE OF SERVICES
As noted in our previous proposal, KMA is working with other jurisdictions in Southern
California that are contemplating the development of similar projects. These analyses have
provided KMA with a solid understanding of the sportspark industry. For this assignment,
KMA intends to apply the findings of our previous research to the proposed facility in
Redlands.
After reviewing KMA's Phase I analysis, it is our understanding that the City has decided to
further pursue the Project, and requires that a more detailed market analysis be undertaken.
This analysis involves a formal review of the market support for this type of project, including
interviews and debriefings of potential users of the facility. It will also include a detailed review
of the Developer's cash flow. At the end of Phase II, the City will have a formal feasibility
analysis of the Project from which a formal go -no go decision can be made. Please note, we
have excluded any cost analysis from this scope of work.
0105017.KMA:JAR:emm
99900.000.002
Mr. John Davidson May 10, 2001
City of Redlands Page 2
Phase II
Phase II will involve a comprehensive analysis of the Project. Utilizing the overview conducted
in Phase I, KMA will prepare a thorough market analysis and will generate an ongoing cash
flow for the Project. Finally, Phase II will also consider potential deal structures and financing
options for the Project.
Detailed Market Analysis
The detailed market analysis will consider the overview conducted above'. In addition, KMA
will look at the area -specific demand segments that will affect the success of the Project.
1. KMA will contact other cities in the region to gain an understanding of competing fee
structures.
2. KMA will contact sports organizations in the region to estimate the likely utilization of
the complex.
3. Within the market area, KMA will identify groups that traditionally constitute the bulk of
the adult softball and youth soccer communities.
This research will allow KMA to evaluate on the proposed scope of the facilities and the
amenities proposed for the Project.
Ongoing Cash Flow
KMA will evaluate on the reasonableness of the ongoing revenue and expense projections,
and will conduct a cash flow analysis, that considers our findings. This analysis will include the
following:
1. Estimated ongoing softball tournament, weekday softball league and weekend softball
league revenues and expenses.
2. Estimated ongoing soccer revenues and expenses.
3. Estimated ongoing arena revenues and expenses.
4. Estimated ongoing stadium revenues and expenses.
5. Estimated ongoing additional revenue sources, such as batting cages, sponsorship
income, vendors, etc.
0105017,KMA:JAR:emm
99900.000.002
Mr. John Davidson
City of Redlands
May 10, 2001
Page 3
Deal Structures and Financing Options
KMA will review the deal structures and financing mechanisms utilized by other private/public
partnerships in the region. KMA already has a good sample of agreements between cities and
operators of sportsparks within the region. Based on this review and KMA's own experience
with similar projects, KMA will identify a financing program that best suits both the City and
FTG's needs.
Cost Analysis
KMA has not included a cost analysis as part of its scope.
PROJECT SCHEDULE AND BUDGET
Based on the preceding scope of work, KMA anticipates the completion of the Phase II
analysis within 30 to 45 days of receiving authorization from the City to proceed. The total
budget for the Phase II work effort would be $22,000.
Sincerely,
KEYSER MARSTON ASSOCIATES, INC.
James A. Rabe
Principal
om
Senior Associate
Attachment
0105017, KMA: JAR: emm
99900.000.002
KEYSER MARSTON ASSOCIATES, INC.
HOURLY FEE SCHEDULE
A. JERRY KEYSER *
MANAGING PRINCIPALS*
PRINCIPALS*
MANAGERS*
SENIOR ASSOCIATES
ASSOCIATES
SENIOR ANALYSTS
ANALYSTS
TECHNICAL STAFF
ADMINISTRATIVE STAFF
2000/01
$195.00
$190.00
$175.00
$150.00
$135.00
$115.00
$100.00
$ 85.00
$ 70.00
$ 55.00
Directly related job expenses not included in the above rates are: auto mileage, air fares, hotels
and motels, meals, car rentals, taxies, telephone calls, delivery, electronic data processing,
graphics and printing. Directly related job expenses will be billed at 110% of cost.
Monthly billings for staff time and expenses incurred during the period will be payable within
thirty (30) days of invoice date. A charge of 1% per month will be added to all past due
accounts.
* Rates for individuals in these categories will be increased by 50% for time spent in court
testimony.
Proposed Sports Park - Review of Phase I Feasibility Analysis - Public Works
Director Mutter reported that on March 6, 2001, the Council authorized Phase I
of a contract between the City and Keyser Marston Associates, Inc. (KMA) to
prepare a financial feasibility analysis for the proposed sports park. Staff is in
the process of reviewing the document and any appropriate comments will be
submitted to KMA for consideration. The Phase I analysis showed that the fees
proposed are in line with fees charged by other like sports facilities. Revenues
generated by the stadium are sufficient to cover the likely debt service for its
construction. The debt coverage ratio would likely be acceptable to the lending
community. However, a number of questions were posed in this Phase I review
that will need to be answered during Phase II. The general conclusions of the
KMA Phase I analysis is that they have some reservations about the proposed
scale of the project, but not the concept of the project. KMA believes that a
sports complex can be successful in the Redlands area as it is consistent with its
likely market area. Councilmember Freedman inquired if the Recreation
Commission and Parks Commission had an opportunity to see the study and
asked that representatives from KMA be available at City Council meetings to
answer questions. Councilmember Haws agreed that the study should go out to
the various commissions for written commentary. Councilmember Haws
moved to accept Phase I of the financial feasibility study prepared by Keyser
Marston Associates, Inc. for the proposed sports park and directed staff to
negotiate and initiate the Phase II analysis. Motion seconded by
Councilmember Gilbreath who added that copies of the feasibility study be
distributed to members of the Parks Commission and Recreation Commission,
this was agreeable with the motion maker. Motion was approved unanimously.
Proposed Sports Park - Phase II Feasibility Analysis - A proposed contract was
provided to Council for the scope of work and contract in connection with
Phase II feasibility study for the proposed sports park. Public Works Director
Mutter explained that the $22,000 cost would be paid for by For the Game. On
motion of Councilmember Haws, seconded by Councilmember George, Council
unanimously approved a contract in an amount not to exceed $22,000, with
Keyser Martson Associates to prepare Phase II feasibility analysis for the
proposed sports park.
Proposed Sports Park - Helicopter Flight Pattern and Pad at Redlands Municipal
Airport - In the process of reviewing the proposed sports park complex, it was
noted that it will be affected by the over -flight from the helicopter flight pattern
established for the Redlands Municipal Airport. Based on the 1997 Airport
Land Use Compatibility Plan, Compatibility Review Criteria, the proposed
sports park is located within the Computability Zone B2, which does not include
"parks" as one of the allowable uses because the zone is identified as "Moderate
Risk" for potential aircraft related accidents. By relocating the helicopter flight
pattern and helicopter pad to the north side of the runway, the Compatibility
Zone designation for the area will change from "B2" to "C" which does list park
as one of the allowable uses. Speaking on behalf of adjacent property owners,
Dean Papapetru requested Council "move the helicopter flight pattern from
May 15, 2001
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