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HomeMy WebLinkAboutNELLO GROUP (2)VM A 1,30, pJ CONSULTANTAGREEMENT THIS AGREEMENT, made and entered into this day of 2000 by and between Nello Group Inc. a California corporation (hereinafter "Pro or "PM"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (hereinafter "City"). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of architect and engineering consulting, B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: I. SCOPE OF SERVICES a. The overall Project will be managed by the Program Manager. PM shall provide preconstruction phase advisory services and architectural and engineering services as further described herein below for the proposed Inter -disciplinary Digital Exploration of the Arts (IDEA) Institute located at 205 West Civic Center Drive, Santa Ana, California 92701. Components of the project ("Project") include the renovation of and related site improvements to the Historic Santa Ana YMCA building into a modern learning center. b. The Project shall consist of two phases. Phase I shall consist of preconstruction phase advisory services and related architectural/engineering services, drawings, specifications, and related documentation. Phase 11. PM will provide to the City an overall Project Budget Estimate ("PBE") for the construction of the Project in accordance with the Project Schedule. Upon acceptance and approval of the PBE, PM's services will be deemed completed. The PM and its consultants shall furnish all tools, equipment, facilities, materials and labor necessary to perform in a complete, skillful and professional manner the following services: I. Analysis: (a) Consulting with representatives of the City, examining the site and its surroundings, ascertain presently proposed and probable future functions and requirements of the Project, prepare drawings, specifications and related documents incorporating the existing program requirements including site plans, floor plans, elevations, sections and other drawings necessary to describe the Project. Include provisions for future additions (if any) and/or development on the site and adjacent property of the City as well as abutting streets. (b) Prepare an itemized budget for the project reflecting all recommended City approved revisions, including: (1) a related construction cost estimate, (2) estimates for essential or optional fixtures and improvements recommended for separate and/or future purchase or installation, including but not limited to such items as floor coverings, window coverings, equipment, grounds improvement and landscaping, and all items of cost necessary to completion but not covered by construction contract. (e) Prepare revised drawings, specifications and related documentation reflecting the requisite scope of services in sufficient detail to permit an analysis of the proposed construction, building systems and methods of construction specified tabulation of both gross and assignable floor areas with a comparison to the initial program requirements. (d) Submit said revised drawings, specifications and related documentation and related budget, and make necessary revisions as required to meet the financial limitations and other needs of the City. II. Revised Drawings, Specifications, and related Documentation: (a) Develop from the above analysis, when and as approved, and submit to the City site plans, floor plans, elevations, cross -sections and other construction drawings specifications, and related documentation necessary to fix and illustrate the size and character of the Project and all approved revisions thereto, including applicable essentials as to kind and quality of materials, type of structure, mechanical, electrical and sanitary systems, interior design and other fundamental information. (b) Present for the approval of the City the PBE with defined scope of services, and assist the City in the application for and securing of necessary approvals of public agencies. III. Estimating: (a) Develop detailed cost estimates which will include all direct and indirect components of work, including PM, its consultants, and the estimated contractor(s) cost for each project component. (b) Coordinate with its consultants and the City through the completion of design in revising cost estimates to reflect any changes in the documents. (c) During the term of the agreement, prior to establishment of the PBE, PM shall use its best efforts to control the cost of the Project and seek to maintain within the City's approved budget or any approved revisions thereto. IV. Project Schedule: (a) Within ten (10) business days after execution of this Agreement by the Parties, PM and its Project Team shall prepare a Critical Path Method ("CPM") Schedule for review and approval by the City. The schedule shall identify by phase all tasks required for completion of each project component. (b) The PM shall revise, maintain and ensure adherence to the Project CPM Schedule, as approved by the City. V. Value Engineering and Constructability Reviews: (a) Provide the technical management for the Project's re -design, if any is required, including the performance of formal architectural and engineering design revisions for each project component. (b) Provide the performance of constructability reviews and development of the various bid packages during the construction document phases and insuring that all City approved written design reviews comments and revisions are incorporated by its consultants into the construction bid sets. (c) Suggest refinements to the project components for the purpose of improving sequence of the work, budget reductions, and the constructability of the Project. Vl. Advisory Services: The PM shall assist and advise the Owner in the coordination and negotiations with University of California/Irvine, Santa Ana College, and other related parties. 2. COMPENSATION a. City agrees to pay, and PM agrees to accept as total payment for its services, a fixed fee of Two Hundred Thirty-one Thousand and Two Hundred and Fifty Dollars ($231, 250.00). The total sum to be expended under this Agreement, shall not exceed $231,250 during the term of this Agreement. b. Payment by City shall be made in eight (8) equal monthly installments of 28,906.25 through completion of service. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Other costs incurred in the performance of services for the project shall be reimbursed to PM at 1.5 times the actual cost and shall include the following: Travel and living expenses when traveling outside Orange County in connection with the project. Automobile transportation shall be reimbursable at $0.32 per mile. 2. Non local communication and postage charges. 3. Document reproduction cost. 3. TERM This Agreement shall commence on the date first written above and terminate on December 31, 2001, unless terminated earlier in accordance with Section 12, below. PM further agrees that it shall perform the services described herein to full completion resulting in the submission of a PBE for the Project, as to be set forth in the Project Schedule (Item IV above). The term of this Agreement may be extended upon a writing executed by the Executive Director of Community Development Agency and the City Attorney. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 4 5. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence. Consultant shall supply City with a fully executed additional insured endorsement in substantially the form attached hereto as Exhibit B upon execution of this Agreement and shall be approved in form by the City Attorney. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. c. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved in form by the City Attorney. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 6. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including health, and claims for property damage, which may arise from the direct or indirect operations of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. 7. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information, Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement, The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 8. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 9. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 telefacsimile (714) 647-6956 With courtesy copies to: and, Executive Director of Community Development City of Santa Ana 20 Civic Center Plaza (M-25) P.O. Box 1988 Santa Ana, California 92702 telefacsimile (714) 647-5360 City Attorney City of Santa Ana 20 Civic Center Plaza (M-29) P.O. Box 1988 Santa Ana, California 92702 telefacsimile (714) 647-6515 To Consultant: Roger Torriero Nello Group, Inc. 385 Second Street Laguna Beach, CA 92651 Attn: Roger Torriero A party may change its address by giving notice in writing to the other party. Thereafter, any notice, tender, demand, delivery, or other communication shall be addressed and transmitted to the new address. If sent by mail, any notice, tender, demand, delivery, or other communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by telefacsimile, any notice, tender, demand, delivery, or other communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 1.0. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant nor the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. ll. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 12. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 13. DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. JURISDICTION - VENUE This Agreement and all questions relating to its validity, interpretation, performance, and enforcement shall be government and construed in accordance with the laws of the State of California. This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 15. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of her inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 16. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any 1111'Uries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: PAI'RICIA E. MEALY Clerk of the Council APPROVED AS TO FORM: JOSEPH W. FLETCHER City Attorney By: Michael Vi`gf Tio-tt a - - ----- Deputy City Attorney APPROVED AS TO CONTENT: OAVI. kFAM City Manager CITY OF SANTA ANA CONSULTANT or , ioc, ------------------ R r To -iero 5-5 e-1 Employer ID 4 or Individual SS 4 10 EXHIBIT B ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company This endorsement modifies such insurance as is afforded by the provisions of Policy 4 relating to the following: I. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ("additional insureds") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective Policy # Issued to this endorsement form as a part of Named Insured Countersigned by Authorized Representative