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HomeMy WebLinkAbout4.02 Muni Fin Facility Fees CITY CLERK File # D[O][Q]Q]-~O AGENDA STATEMENT CITY COUNCil MEETING DATE: December 20,2005 SUBJECT: Consultant Services Agreement with MuniFinancial for Public Facilities Fee Update Report hy Diane Lowart ParkY & Community Services Director ATTACHMENTS: I) Resolution approving Agreement with MuniFinancial 2) Budget Change Fonn RECOMMENDATION~ ~ '\ FINANCIAL STATEMENT: I) Adopt Resolution approving Agreement 2) Approve Budget Change Fonn The proposed fee for services under the Agreement is based on time and materials not to exceed $25,000. In order to execute the Agreement, an additional appropriation trom the Public Facility Fee Fund Reserve for $15,900 is required. DESCRIPTION: The 2004-2009 Capital Improvement Program includes a project to update the Public Facility Fee Study. Funding for this project was included in the Fiscal Year 2005-2006 Budget. The City Council adopted Resolution No. 32-96 on March 26, 1996 establishing a Public Facilities Fcc for development within Dublin and Eastern Dublin. The Public Facilities Fee was based on the Public Facilities Fee Justification Study prepared by Recht Hausrath & Associates. Two subsequent updates have been done in 1999 and 2002. Both updates were prepared by MuniFinancial. The purpose of the fee is to finance municipal public facilities to reduce the impacts caused by future development in the City of Dublin. These facilities include: community and neighborhood parks; community buildings; library; civic center office space completion; and aquatic center. The objective ofthe proposed update is to recalclllate maximum allowable impact fees based on an update of all assumptions in the 1999 fee report and the 2002 update to the most current available infoffilation. Development projections will be updated along with costs for acquisition and development of the facilities funded by the fee. Additionally the method for detennining facility standards and identification of existing deficiencies will be reviewed. In order to maintain consistency with the past study updates, it is recommended that MuniFinancial be retained to prepare the 2005-2006 update to the Public Facility Fee. Attachment I is a Resolution _________________________~________w_________________________M_____._________________________________________~ COpy TO: MuniFinancial Page 10f2 ITEM NO.~ O:\CO\.JN( :11.\Agemla Statt:me:mls\2005\12·20 MuniFinancial.doc approving the Agreement between the City of Dublin and Muni Financial. The Consultant Services Agreement is shown as an attachment to the Resolution. Exhibit A contains a detailed scope of work and Exhibit B contains the fee proposal. The cost for services under the Consultant Services is Agreement is $25,000. A budget transfer from the Public Facility Fee Fund Reserves in the amount of $15,900 is needed to execute the Agreement. A budget change fonn is Attachment 2. RECOMMENDATION: Staff recommends that the City Council adopt the Resolution in Attachment 1 approving the Agreement with MuniFinancial. It is also recommended that the City Council approve the Budgct Change, Attachment 2. ~ ðb.:J. \ 0bw RESOLUTION NO. - 05 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN ********* APPROVING AN AGREEMENT WITH MUNIFINANCIAL FOR CONSULTANT SERVICES TO PREPARE THE PUBLIC FACILITIES FEE UPDATE WHEREAS, the 2004-2009 Capital Improvement Program includes a project to update the Public Facilities Fee; and WHEREAS, the objective of the proposed update is to recalculate maximum allowable impact fees based on an update of all assumptions in the 1999 fee report and the 2002 update to the most current available infonnation.; and WHEREAS, MuniFinancial has prepared the previous two updates to the Public Facility Pee and has demonstrated adequate ability to perfonn the scope of work as contained in attached Consultant Services Agreement. NOW, THEREFORE, BE IT RESOLVED that the City of Dublin does approve the agreement with MuniFinaneial, attached hereto, and authorize the City Manager to execute the Agreement. PASSED, APPROVED AND ADOPTED this 20th day of December, 2005. AYES: NOES: ABSENT: ABSTAIN: Mayor ATTEST: City Clerk ATTACHMENT 1 =r::t-E M U. I -z.. ,,_ -LD ·D S- 'Ì nn 0" on <). '--- CONSULTING SERVICES AGREEMENT BETWEEN THE CITY OF DUBLIN AND MUNIFINANCIAL THIS AGREEMENT for consulting services is made by and between the City of Dublin ("City") and MuniFinancial ("Consultant") as of December 20, 2005. 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 no later than June 30, 2006, 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. Consuttant 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 Assianment 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, immediateiy 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 satisty Consultant's obligations hereunder. Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed $25,000 (twenty-five thousand dollars and no cents), 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. Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 1 of 14 ~ 0(;2..0 Except as specifically authorized by City, Consultant shall not bill City for duplicate services pertormed by more than one person. Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consuitant's estimated costs of providing the services required hereunder, including saiaries 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. Notwithstanding the "not to exceed" compensation amount in the preceding paragraph, the Contract Administrator may authorize payment above the "not to exceed" amount to allow Consultant to provide additional services, or, to compensate Consu Itant for services provided within the original scope of work in excess of the hours specified in Exhibit A. In no event, however, shall the Contract Administrator authorize payment of such additionai payments in excess of 15% of the "not to exceed" amount. 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 pertormed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information: · Serial identifications of progress bills; i.e., Progress Bill No.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 pertormed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant pertorming 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, wh ich shall include an estimate of the time necessary to complete the work described in ExhiM A; · The Consultant's signature. 2.2 Monthlv Payment. City shall make monthly payments, based on invoices received, for services satisfactorily pertormed, 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. Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 2 of 14 L1DtJ"2.D 2.3 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. 2.4 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. 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. 2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the following fee schedule (Exhibit B): 2.6 Reimbursable EXDenses. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded. 2.7 Pavment of Taxes. Consultant is soiely responsible for the payment of employment taxes incurred under this Agreement and any similar federai 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 to Perform Servioes. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement untii 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 forth herein. City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant's use whiie 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. Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 3 of 14 6' 0b-ZD Section 4. INSURANCE REQUIREMENTS.. Before beginning any work under this Agreement, Consultant, at its own cosl 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 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 pertormed 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 liabilitv Insurance. 4.2.1 General reauirements. 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 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. Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 4 of 14 (Q CJö W 4.2.2 Minimum seoDe of coveraQe. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form 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 endorsemenl 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: a. City and its officers, employees, agents, and volunteers shall be covered as additional insured 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. b. The insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis. c. 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 seff-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 first class mail, postage prepaid, has been given to the City, ten (10) days notice n cancellation is due to nonpayment of premium. Consuitant 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. 4.3 Professional Liabllltv 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 Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 5 of 14 Î Db"2.0 than ONE MilLION DOLLARS ($1,000,000) covering the licensed professionals' errors and omissions. 4.3.1 Any deduclibie or self·insured retention shall not exceed $250,000 per claim. 4.3.2 An endorsement shall state that coverage shall not be canceled by either party, except after thirty (30) days' prior written notice by first class mail, postage prepaid, has been given 10 the City ten (10) days notice if cancellation is due to nonpayment of premium. 4.3.3 The policy must contain a cross liability or severability of interest clause. 4.3.4 The following provisions shall appiy if the professional liability coverages are written on a claims-made form: a. The retroactive date of the policy musl be shown and must be before the date of the Agreement. b. insurance must be maintained and eyidenee 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. c, If coverage is canceied 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, Consuitant must provide extended reporting coverage for a minimum of five years after completion of the Agreement or the work. The City shall have the right to exercise, al the Consultant's sole cost and expense, any extended reporting provisions ofthe policy, if the Consultant cancels or does not renew the coverage. d. A copy of the claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement. 4.4 All Policies ReQuirements. 4.4.1 Acceptabilitv 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 coveraQe. 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, Consulting Services Agreement between City of Dublin and MuniFinancial December 20,2005 Page 6 of 14 ß ðÖ '-0 than ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals' errors and omissions. 4.3.1 Any deductible or self-insured retention shall not exceed $200,000 per claim. 4.3.2 An endorsement shall state that coverage shall not be canceled by either party, except after thirty (30) days' prior written notice by first class mail, postage prepaid, has been given to the City ten (10) days notice if cancellation is due to nonpayment of premium. 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: a. The retroactive date of the policy must be shown and must be before the date of the Agreement. b. 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. c. 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 right 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. d. A copy of the claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement. 4.4 All Policies Reauirements. 4.4.1 Acceøtabilitv 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 coveraae. 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. Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 6 of 14 q o·t)W 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. 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·lnsured 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 prior 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 Coveraae. 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. 4.5 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 altematives 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. Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 7 of 14 \OD "¿Q t.:::> 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 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 iaw. It is understood that the duty of Consunant 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 penanies and interest on such contributions, which would otherwise be the responsibility of City. Section 6. 6.1 6.2 STATUS OF CONSULTANT. IndeDendent 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 Califomia 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 contribulions for PERS benefits. Consultant No Aaent. 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 December 20, 2005 Page 8 of 14 Consulting Services Agreement between City of Dublin and MuniFinancial \\Ob"20 agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever. Section 7. LEGAL REQUIREMENTS. 7.1 Governina Law. The laws of the State of California shall govern this Agreement. 7.2 ComDllance with ADDlicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder. 7.3 Other Governmental Reaulations. 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. 7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its empioyees, 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 tenn of this Agreement valid Business Licenses from City. 7.5 Nondiscrimination and Eaual ODDortunitv. 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 selVices or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, ruies, 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. TERMINATION AND MODIFICATION. 8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant. Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 9 of 14 \"ê.oow Consultant may cancel this Agreement upon thirty (30) days' written notice to City and shall include in such notice the reasons for cancellation. In the event of termination, Consultant shall be entitled to compensation for services periormed 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. 8.2 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 writ1en 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. 8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties. 8.4 AssiQnment and Suboontraotina. 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 contempiated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator. " 8.5 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. 8.6 Options uoon Breach bv 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 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; 8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 10 of 14 \~OkW l") 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 City would have paid Consultant pursuant to Section 2 n Consultant had completed the work. Section 9. KEEPING AND STATUS OF RECORDS. 9.1 Records Created as Part of Consultant's Performance. All 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, 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 InsÞection 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 California 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 Attornevs' 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. Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 11 of 14 \ '-\ CT "20 'Ö 10.2 Venue. In the event that either party brings 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. 10.3 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. 10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does nol constitute a waiver of any other breach of that term or any other term of this Agreement. 10.5 Successors and Assians. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties. 10.6 Use of Recveled 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. 10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities wijhin 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 Government Code Section 81000 at saq. 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 at saq. Consultant hereby warrants that ij 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 tweive 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, ij 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. 10.8 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 MuniFinancial December 20, 2005 Page 120f 14 -- Q \ ':J '(»)., l.c :. ~) 10.9 Contract.Adminlstratlon. This Agreement shall be administered by the Parks & Community Services Director ("Contract Administrator'). All correspondence shall be directed to or through the Contract Administrator or his or her designee. 10.10 Notices. Any written notice to Consu~ant shall be sent to: Robert D. Spencer, Principal Consultant MuniFinancial 1700 Broadway, 61h Floor Oakland, CA 94612 and Phyllis Smith MuniFinancial 27368 Via Industria, Suite 110 Temecula, CA 92590 Any written notice to City shall be sent to: Diane Lowart, Parks & Community Services Director City of Dublin 100 Civic Plaza Dublin, CA 94568 10.11 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 InteClration. 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. Consulting Services Agreement between C~y of Dublin and MuniFinancial December 20,2005 Page 13 of 14 \ \..Q Db -¿O CITY OF DUBLIN Richard C. Ambrosa, City Manager Attest: Fawn Holman, City Clerk Approved as to Form: Elizabeth Sliver, City Attorney ,Consulting Services Agreement between City of Dublin and MuniFinancial December 20, 2005 Page 14 of 14 Il D)-.~W L._,.j EXHIBIT A SCOPE OF SERVICES The objective of this update is to recalculate maximum allowable impact fees based on an update of all assumptions in the 1999 fee report and the 2001 update to the most current available information. Facilities to be included are the same as those in the previous reports (parks, community facilities, libraries, and civic center). The scope of services by task is described in detail below. Task 1: Identify and Resolve Policy Issues The purpose of this task is to identify and resoive policy issues raised by the study. To initiate this task, we will review all documentation related to adoption of development impact fees. We will deliver information requests as appropriate. We will explain policy issues to City staff and seek guidance prior to proceeding. Policy issues include, but are limited to: · Ordinances, policies, and plans supporting the imposition of impact fees; · Land use categories and geographic zones for imposition of fees; · Method for determining facility standards and identification of any existing deficiencies; · Types of facilities to be funded by each fee, and adequacy of existing studies and plans to identify needed facilities; · Quimby park land dedication and in lieu fee; · Potential alternative funding sources, if needed; · Allocation of cost burden among land uses; and · Implementation concerns, strategies and administration. Task 2: Update Development Projections We will update development projections (current and future) to current California Department of Finance estimates and ABAG projections. There has been substantial development in the City since 1998 (the date used to estimated existing development for the 1999 study) while ultimate development projections for 2025 have remained almost constant. Consequently, the results of this task and Task 3 (see below) could substantially affect calculations of existing level of service standards. Task 3: Update Inventory of Existing and Planned Facilities We will prepare an information request for city staff to initiate this task. The request will be based on the facilities listed in the 1999 and 2001 fee reports. We will need information on existing and planned facilities such as acres of parkland by type, square feet of community building space, and library volumes. We anticipate discussing the information request with city staff to clarify what we need and to ensure that staff Consulting Services Agreement between City of Dublin and MuniFinaneiai--Exhibit A December 20, 2005 Page 1 of 2 I ß óQ,-V can complete it as efficiently as possible. City staff responses to the information request will provide one key set of assumptions for the update. Task 4: Update Facility Cost Estimates The purpose cf this task is to provide a review of cost estimates for new facilities to be funded at least in part by impact fee revenue. The 1999 study used cost estimates primarily contained in master plans prepared for the City by outside consultants. The 2001 update included actual cost data that was available for facilities completed or under construction. We will review these estimates based on the scope of the proposed facilities, our own experience with public facility construction costs, and any recent applicable city capital project experience. We will rely on the City's regular review of land costs to update this cost component. Task 5: Update Fee Calculation Model We will update the fee calculation model based on the results of the prior tasks. We will review the assumptions related to the calculation of separate fees for East Dublin, West Dublin, and citywide areas. Task 6: Prepare Report We will prepare a draft report based on the results of the fee model. We will model the draft report after the 1999 report, including an executive summary and explanation of why the fees changed from that prior report. We anticipate meeting with city staff to review the report and integrating two (2) rounds of comments. We will prepare a final report for Council consideration and attend up to two (2) public meetings to present the report. STAFFING Robert D. Spencer, Principal Consultant in MuniFinancial's Financial Consulting Services (FCS) Group, will be the principal-in-charge. Peter Detlefs, Project Manager, will serve as project manager for this engagement. His responsibility will include directing all work and managing staff, keeping the project within budget and on schedule, and ensuring that the final product meets or exceeds City expectations. Carlos Villarreal, analyst in our FCS Group, will assist Mr. Detlefs as needed with this project. SCHEDULE We will provide an administrative draft report within 90days of receiving all updated assumptions from City staff noted in Task 1. We will provide a final report after reviewing two (2) rounds of comments on the administrative draft from the City. Consulting Services Agreement between City of Dublin and MuniFinancial--Exhibit A December 20, 2005 Page20f2 \0\ Öbw EXHIBIT B COMPENSATION We will complete this study for a fixed price fee of $25,000, including all direct expenses. We will invoice the City monthly based on the percent of each task completed using the following schedule of total costs by task: City of Dublin Public Facilities Fee UDdate Team Member &: HDUr'lV Ratè R. Spencer P. Datlefs C. Villarreal (Prlnclpal-in- (preJect (Analytical .QJ¡¡¡¡;¡W MF.lriscAt) SÓt\ .l!WII Tøsk $ 170 $ 125 $ 80 Houre Coet ~ Task 1 6 14 9 29 $ 3.490 Task 2 Update DevelDpment Projections e 8 8 22 2,880 Task:3 Update Inventory of Existing & Planned Growth 4 12 26 42 4,260 Ta.sk 4 Update Facility Cost Estimates 4 12 20 36 3,780 TasK ó Update Fee Calcula,lon Modal 4 12 20 36 3.760 Task 6 Prepare Report 8 24 3D 82 6760 Subtotal MuniFinancial Labor Costs 32 82 113 227 $ 24,730 ReimbuT'5able Expenses 70 100 100 :?70 Total Coo, $ 25.000 Consulting Services Agreement between City of Dublin and MuniFinancial--Exhibit B December 20, 2005 Page 1 of 1 CITY OF DUBLIN ;)0 Ì)6)..o BUDGET CHANGE FORM CHANGE FORM # -"._".....- New Appropriations (City Council Approval Required): Budget TransCers: From Unappropriated Reserves From Budgeted Contingent Reserve (10800-799,000) (If Other than General Fund, Fund No .. .." Within Same Department Activity X From New Revenues (Fund 310) Between Departments (City Council Approval Required) Other ,': èb¡jjÇ~Ei(SE;'&iJì¡ 6Et:Ai(;j(j;()ï:iJ1>Î:f'" "~I "'I'M!"'tj"'"'''''' Il\IëRE~St::¡jíJ jGEtACCOUN1: " "¡AMOUNT' ,:" Æ,OI!lIDI\' Name. Namc; Public Facility Fcc Study Update- $15,900 CQntract Services Account #: Account #. 310-94500-740-000 Namc; Name~ Account #: Account #: Name: Name: Account #: Account #; Name; Name: Account #: Account #: Namc; Name: Account #: Account #: ASD¡Fin Mgr Date: Signature REASON FOR BUDGET CHANGE ENTRY: Tn order to execute the Agreement with MuniFinancial to prepare the Public Facility Fcc Study Update, an additional appropriation trom the Public Facility Fee reserves is need cd. - City Manager: Date: Signature As approved at the City Council Mceting on: Date: Mayor: Date: Signature Posted By: Date: Signature J../.'ICC_FOkMSIFORM_hud¡:ó:r dliJl'Igc.doc ATTACHMENT 2