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HomeMy WebLinkAbout4.04 TransitCntr Econ&Plan CITY CLERK File #600-30 AGENDA STATEMENT CITY COUNCIL MEETING DATE' April 16, 2002 SUBJECT: Agreement with Economic & Planning Systems, Inc. (EPS) to Identify and Implement a Financing Mechanism for the Transit Center and the East Dublin Specific Plan Area if the Transit Center is Approved Report prepared by: Eddie Peabody, dr., Community Development Director ATTACHMENTS: 1) Resolution Approving Agreement with EPS 2) Consultant Agreement RECOMMENDATI~ Adopt Resolution approving Consulting Agreement with EPS Authorize the Community Development Director to sign on behalf of the City. FINANCIAL STATEMENT: Up to $25,000 for Phase I, which will be paid by Alameda County Surplus Property Authority. Phase II would involve the actual fee determination for the preferred alternative which will be determined once the acceptab!e altemative is chosen by the City. DESCRIPTION: The East Dublin Specific Plan Area has been a focal point for new development in recent years and has consequently required significant capital improvements to accommodate new residents, employees and visitors associated with this development. The City is currently being confronted with determining the most appropriate method of financing to fund infrastructure improvements required in the Transit Center area and to fairly allocate the infrastructure costs of both areas to the Transit Center and the East Dublin Specific Plan Area. EPS will assist the City with identifying and implementing, a financing mechanism that will serve the needs of both the Transit Center and the East Dublin Specific Plan Area. This work will be done in two phases. Phase I will analyze alternative financing mechanisms and identify the methods most appropriate for the City. Phase II will assist the City with the technical analysis to implement the preferred financing alternative. The Consultant's work will assist the Planning Commission and Council when the proposed Transit Center project is considered by the Commission and Council. The Scope of Work is attached as Exhibit A to Attachment 2. The consultant estimates that Phase I will take eight to ten weeks to complete for a sum not to exceed $25,000. COPIES TO: Consultants In House Distribution G:agendaJ2002/CC ESP contract 4-18 ITEM NO. 4~ 4 SUMMARY: Again, as noted earlier, no work will be done or funds expended unless funding is available and it has been determined that outside help is needed to meet a specific time objective. This standard contract is similar in nature to the master contract that has been reviewed and approved by the City Attorney. RECOMMENDATION: Staff recommends that the City Council receive the staff report, adopt a Resolution approving the Consulting Agreement and authorize the Community Development Director to sign the agreement on behalf of the City. RESOLUTION NO. - 02 A REsoLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN APPROVING AN AGREEMENT WITH ECONOMIC PLANNING SYSTEMS TO IDENTIFY A FINANCING MECHANISM FOR THE TRANSIT CENTER AND THE EAST DUBLIN SPECIFIC PLAN AREA WHEREAS, the City of Dublin has identified the East Dublin Specific Plan Area as a focal point for new development that will require significant capital improvements to accommodate new development; and WHEREAS, the City of Dublin has established a Transportation Improvement Fee (TIF) to fund improvements benefiting the Specific Plan Area; and WHEREAS, the City of Dublin is considering application for development in the area immediately west of the East Dublin Specific Plan Area as a future Transit Center which, if approved, will benefit from TIF funded improvements; and WHEREAS, the City of Dublin is confronted with determining the most appropriate method of financing to fund infrastructure improvements, which would be required in the Transit Center area and to fairly, allocate the infrastructure costs of both the Transit Center and the East Dublin Specific Plan Area WHEREAS, Staff has determined it necessary to seek assistance with technical and financial evaluation in identifying projects that would benefit from TIF funds; and WHEREAS, Economic Planning Systems has demonstrated they have adequate ability to perform said analysis; and WHEREAS, consultants will only perform work on a time and material basis at the direction of the Community Development Director or his designee; and and WHEREAS, all Phase I costs will be paid by Alameda County Surplus Property Authority; and WHEREAS, the contract has been reviewed and approved by the City Attorney's Office. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does approve the agreement with the above mentioned firm. BE IT FURTHER RESOLVED that the Community Development Director is authorized to execute the agreements. ATTACHMENT 1 PASSED, APPROVED AND ADOPTED this 16th day of April, 2002. AYES: NOES: ABSENT: ABSTAIN: ATTEST: Mayor City Clerk CONSULTING SERVICES AGREEMENT BETWEEN THE CITY OF DUBLIN AND ECONOMIC & PLANNING SYSTEMS THIS AGREEMENT for consulting services is made by and between the City of Dublin ("City") and Economic & Planning Systems, Inc., (EPS) ("Consultant") as of 2002. Section 1, SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail. 1.1 Term of Services, The term of this Agreement shall begin on the date first noted above and shall end the date of completion specified in Exhibit A, and Consultant shall complete the work described in Exhibit A prior to that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City's right to terminate the Agreement, as provided for in Section 8. 1.2 Standard of Performance, Consultant 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 Consultant is engaged in the geographical area in which Consultant practices its profession. Consultant shall prepare all work products required by this Agreement in a substantial, first-class manner and shall conform to the standards of quality normally observed by a person practicing in Consultant's profession. 1,3 Assignment of Personnel. Consultant 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 reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons. 1,4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant's obligations hereunder. Section 2, COMPENSATION, City hereby agrees to pay Consultant a sum not to exceed $25,000, notwithstanding any contrary indications that may be contained in Consultant's proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant's proposal, attached as Exhibit A, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed by more than one person. Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 1 of 14 ATTACHMENT Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant's estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement. 2.1 Invoices, Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the.following information: · Serial identifications of progress bills; i.e., Progress Bill Nol 1 for the first invoice, etc.; · The beginning and ending dates of the billing period; · A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion; · At City's option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense; · The total number of hours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services hereunder, as well as a separate notice when the total number of hours of work by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds 800 hours, which shall include an estimate of the time necessary to complete the work described in Exhibit A; · The Consultant's signature. 2,2 2.3 2,4 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant. Final Payment. City shall pay the last 10% of the total sum due pursuant to this Agreement within sixty (60) days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed. Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 2 of 14 2.5 In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment. Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the following fee schedule: N/A 2.6 Reimbursable Expenses. Reimbursable expenses are specified below, and shall not exceed eight hundred dollars ($800.00). Expenses not listed below are not chargeable to City. Reimbursable expenses are included in the total amount of compensation provided in Exhibit A under this Aqreement that shall not be exceeded. 2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. 2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the ConSultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets in order to verify costs incurred to that date. 2.9 Authorization t° Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator. Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set fodh herein. City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant's use while consulting with City employees and reviewing records and the information in possession of the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be obligated to furnish any facility that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities. Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, shall procure "occurrence coverage" insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 3 of 14 work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects to the City. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. 4.1 Workers' Compensation. Consultant shall, at its' sole cost and expense, maintain Statutory Workers' Compensation Insurance and Employer's Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers' Compensation Insurance and Employer's Liability Insurance shall be provided with limits of not less than 'ONE MILLION DOLLARS ($1,000,000.00) per accident. In the alternative, Consultant may rely on a self-insurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive all rights of subrogation against the City and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement. An endorsement shall state that coverage shall not be canceled except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Consultant shall notify City within 14 days of notification from Consultant's insurer if such coverage is suspended, voided or reduced in coverage or in limits. 4.2 Commercial General and Automobile Liability Insurance. 4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00) per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this Agreement, including the use of owned and non- owned automobiles. 4.2.2 Minimum scope of coverage; Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 4 of 14 4.3 CG 0001 (ed. 11/88) or 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. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 8 and 9 ("any auto"). No endorsement shall be attached limiting the coverage. 4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as an endorsement to the policy: ao City and its officers, employees, agents, and volunteers shall be covered as additional insureds with respect to each of the following: liability arising out of activities performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant; premises owned, occupied, or used by Consultant; and automobiles owned, leased, or used by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or volunteers. The insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis. An endorsement must state that coverage is primary insurance with respect to the City and. its officers, officials, employees and volunteers, and that no insurance or self-insurance maintained by the City shall be called upon to contribute to a loss under the coverage. d° Any failure of CONSULTANT to comply with reporting provisions of the policy shall not affect coverage provided to CITY and its officers, employees, agents, and volunteers. e° An endorsement shall state that coverage shall not be canceled except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Consultant shall notify City within 14 days of notification from Consultant's insurer if such coverage is suspended, voided or reduced in coverage or in limits. Professional Liability Insurance. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000) covedng the licensed professionals' errors and omissions. 4.3.1 Any deductible or self-insured retention shall not exceed $150,000 per claim. Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 5 of 14 4.4 4.3.2 An endorsement shall state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits, except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. 4.3.3 The policy must contain a cross liability or severability of interest clause. 4.3.4 The following provisions shall apply if the professional liability coverages are written on a claims-made form: The retroactive date of the policy must be shown and must be before the date of the Agreement. Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the work, so long as commercially available at reasonable rates. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of this Agreement, Consultant must provide extended reporting coverage for a minimum of five years after completion of the Agreement or the work. The City shall have the dght to exercise, at the Consultant's sole cost and expense, any extended reporting provisions of the policy, if the Consultant cancels or does not renew the coverage. A copy of the claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement. All Policies Requirements. 4.4.1 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. 4.4.2 Verification of coverage. Prior to beginning any work under this Agreement, Consultant shall furnish City with certificates of insurance and with original endorsements effecting coverage required herein. 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 City reserves the right to require complete, certified copies of all required insurance policies, at any time. 4.4.3 Subcontractors. Consultant 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. Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 6 of 14 4.5 4.4.4 Variation. The City may approve a variation in the foregoing insurance requirements, upon a determination that the coverages, scope, limits, and forms of such insurance are either not commercially available, or that the City's interests are otherwise fully protected. 4.4.5 Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the approval of City for the self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. During the period covered by this Agreement, only upon the pdor express written authorization of Contract Administrator, Consultant may increase such deductibles or self-insured retentions with respect to City, its officers, employees, agents, and volunteers. The Contract Administrator may condition approval of an increase in deductible or self-insured retention levels with a requirement that Consultant procure a bond, guaranteeing payment of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them. 4.4.6 Notice of Reduction in Coverage. In the event that any coverage required by this section is reduced, limited, or materially affected in any other manner, Consultant shall provide written notice to City at Consultant's earliest possible opportunity and in no case later than five days after Consultant is notified of the change in coverage. Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant's breach: · Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement; Order Consultant to stop work under this Agreement or withhold any payment that becOmes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or · Terminate this Agreement. Section 5. INDEMNIFICATION AND CONSULTANT'S RESPONSIBILITIES. Consultant shall indemnify, defend with counsel selected by the City, and hold harmless the City and its officials, officers; employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 7 of 14 property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises wholly from the negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. Section 6. STATUS OF CONSULTANT. 6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits. 6,2 Consultant No Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever. Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 8 of 14 Section 7. 7.1 7.2 7.3 7.4 7.5 LEGAL REQUIREMENTS. Governing Law. The laws of the State of California shall govern this Agreement. Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder. Other GOVernmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all apPlicable rules and regulations to which City is bound by the terms of such fiscal assistance program. Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole coSt and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City. Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person's race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby. Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement. Section 8. 8.1 TERMINATION AND MODIFICATION. Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant. Consultant may cancel this Agreement upon 30 days' written notice to City and shall include in such notice the reasons for cancellation. Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 9 of 14 8.2 8~ 8.4 8.5 8.6 In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement. Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension,. City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses .incurred during the extension period. Amendments, The parties may amend this Agreement only by a writing signed by all the parties. Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant's unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator. Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement. Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City's remedies shall included, but not be limited to, the following: 8.6.1 Immediately terminate the Agreement; 8.6.2 8.6.3 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; Retain a different consultant to complete the work desCribed in Exhibit A not finished by Consultant; or 8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 10 of 14 City would have paid Consultant pursuant to Section 2 if Consultant had completed the work. Section 9. KEEPING AND STATUS OF RECORDS. 9.1 Records Created as Part of Consultant's Performance. Alt reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, with the exception of proprietary computer models, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to. deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties. 9.2 Consultant's Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for 'a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement. 9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under Califomia Government COde Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement. Section 10 MISCELLANEOUS PROVISIONS. 10.1 Attorneys' Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose. 10.2 Venue. In the event that either party bdngs any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Alameda or in the United States District Court for the Northern District of California. Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 11 of 14 10.3 10.4 10.5 10.6 10.7 10.8 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement. No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement. Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties. Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper. Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a "conflict of interest," as that term is defined in the Political Reform Act, codified at California Govemment Code Section 81000 et seq. Consultant shall not emPloy any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq. Consultant hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is made in violation of Government Code {}1090 et. seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California. Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials. Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 12 of 14 10.9 10.10 Contract Administration. This Agreement shall be administered by the Community Development Director ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee. Notices. Any written notice to Consultant shall be sent to: Walter Kieser Principal Economic & Planning Systems 1815 Fourth Street B Berkeley, CA 94710 10.11 Any written notice to City shall be sent to: Community Development Director Eddie Peabody, Jr. City of Dublin 100 Civic Plaza Dublin, CA 94568 Professional Seal. Where applicable in the determination of the contract administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example. Seal and Signature of Registered Professional with report/design responsibility. 10.12 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Exhibit A, represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. CITY OFDUBLIN CONSULTANT Eddie Peabody, Jr. Community Development Depa~ment Walter Kieser Principal Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 13 of 14 Attest: Kay Keck, City Clerk Approved as to Form: Elizabeth Silver, City Attorney g:contracts/EPS Transit Center Consulting Services Agreement between City of Dublin and Economic & Planning Systems April 2, 2002 Page 14 of 14 PROPOSED SCOPE OF WORK The East Dublin Specific Plan Area has been a focal point for new development in recent years and has consequently required significant capital improvements to accommodate new residents, employees, and visitors associated with this development. The City established a Transportation Improvement Fee (TIF) to Amd improvements benefiting the Specific Plan Area. Immediately west of the East Dublin Specific Plan Area lies the future Transit Center, another area proposed for new development that will also benefit from TIF-funded improvements. The City is currently being confronted with determining the most appropriate method of financing to fund infrastructure improvements required in the Transit Center area and to fairly allocate the infrastructure costs of both areas to the Transit Center and the East Dublin Specific Plan Area, based on the benefits conferred to each. EPS proposes to assist the City with identifying and implementing a financing mechanism that will serve the needs of both the Transit Center and the East Dublin Specific Plan Area. We have divided our work into two phases. The purpose of Phase 1 will be to analyze alternative financing mechanisms and identify the method most appropriate for the City. The individual tasks associated with completing Phase I are described in the Scope of Work below. The purpose of Phase 2 will be to assist the City with the technical analysis needed to implement the preferred financing alternative. EPS will prepare a separate Scope of Work for Phase 2 once the first phase of work nears completion. PHASE 1: EVALUATE ALTERNATIVE FINANCING MECHANISMS Phase I will identify and evaluate alternatives for financing capital improvement projects needed for the Transit Center area. EPS will work with City Staff to develop the most appropriate financing mechanisms that serves the needs of both the new Transit Center and the 'existing East Dublin Specific Plan Area. TASK 1: REFINE COST AND ALLOCATION ASSUMPTIONS EPS will work with City Staff to develop an understanding of the existing East Dublin Specific Plan Area Transportation Impact Fee (TIF) program and the level of capital improvements needed to serve the Transit Center area. As a landholder in both the Transit Center Area and the East Dublin Specific Plan Area, the Alameda County Surplus Property Authority (ACSPA) previously financed substantial levels of capital investment benefiting the East Dublin Specific Plan Area and is now entitled to TIF fee credits. EPS will evaluate the status of these credits and will determine how these credits relate to needed improvements at the Transit Center. EPS will also review key assumptions driving the allocation of capital improvement costs, such as the number of vehicle trips expected for different land uses, as well as assumptions related to how each capital project will be directly funded (i.e. whether improvements will be initially financed by the City or by developers as they begin their individual projects). TASK 2: DEVELOP ALTERNATIVE FINANCING MECHANISMS Using the information obtained in Task 1, EPS will evaluate three alternative mechanisms for funding the Transit Center improvements. Based on our current understanding of the TIF and the objectives of both the City and County, we anticipate the alternatives to include the following: 1) 2) Inclusion of Transit Center in Existing East Dublin Fee Benefit District. Amend the existing boundaries of the East Dublin TIF to include the Transit Center area. Recalculate the TIF for this entire area based on inclusion of the capital improvements for the East Dublin and Transit Center areas; Designation of seParate Fee Benefit District for Transit Center. Amend the existing . boundaries of the East Dublin TIF to include the Transit Center area, but designate the Transit Center as its own fee benefit district. Calculate separate TIF rates for both the Transit Center area and the existing East Dublin Specific Plan Area based on their respective capital improvement needs, and reflecting cross-benefits to each district. 3) No Inclusion of Transit Center in Existing East Dublin Fee Benefit District. Create mitigation program to fund Transit Center improvements and recalculate East Dublin TIF. Determine the appropriate level of mitigation costs for the Transit Center area based on the area's capital improvement needs and its fair share of improvements in the East Dublin Specific Plan Area. Recalculate the East Dublin TIF rate, reflecting the Transit Center's fair share of TIF improvements. TASK 3: EVALUATE ALTERNATIVE FINANCING MECHANISMS EPS will work with the City to determine an appropriate set of criteria for evaluation of the three alternatives. Examples of evaluation criteria include the ability of each financing mechanism to: 1) produce adequate revenue to serve both the Transit Center and East Dublin Specific Plan Area; 2) provide a fair allocation of costs to each area and land use; and 3) maintain a strong nexus relationship. EPS will evaluate each of the alternatives in light of these criteria, and will summarize its findings in a Memorandum for the City's review. Based on our analysis and discussions with the City, additional alternatives may emerge, which will also be evaluated. EPS will meet with the City to discuss its findings and recommendations, and to identify the alternative that best achieves its objectives. EPS will be available to meet with the County to present the alternative financing structures, as requested by the City. ~2036ptxl.doc BUDGET, SCHEDULE AND STAFFING Per our agreement with the City, all work associated with the tasks described above will be billed on a time-and-materials basis at our standard hourly rates (attached). However, based on our current understanding of the project, we estimate that EPS can complete the Scope of Work described for Phase I for an amount not to exceed $25,000 without prior authorization. Charges for EPS time are based on the amount of time actually spent up to this budget amount. Invoices will 'be submitted monthly by EPS, and will be payable upon receipt. SCHEDULE We estimate that EPS can complete the above Scope of Work within eight to ten weeks, and are prepared to begin work immediately. STAFF Tim Youmans., Managing Principal at EPS, will serve as the Principal-in-Charge for this project. Mr. Youmans will provide overall guidance and will be available for meetings with City and County representatives. Nicole Brown, Associate, will serve as the Project Manager of this effort. As Project Manager, Ms. Brown will be responsible for the day-to-day research and analytical effort, and will also be available for client coordination and meetings. As needed, additional EPS staff will also contribute to this analysis. I2036ptxLdoc