Loading...
HomeMy WebLinkAboutContract 29392 CITY SECRETARY CONTRACT CITY OF FORT WORTH, TEXAS STANDARD AGREEMENT FOR ENGINEERING SERVICES This AGREEMENT is between the City of Fort Worth (the "CITY"), and Camp Dresser & McKee Inc., (the "ENGINEER"), for a PROJECT generally described as: Update of Land Use Assumptions, Capital Improvement Plans, and Water and Wastewater Impact Fee Schedules. Article I Scope of Services A. The Scope of Services is set forth in Attachment A. Article II Compensation A. The ENGINEER's compensation is set forth in Attachment B. Article III Terms of Payment � ECORD Payments to the ENGINEER will be made as follows: � �� F? {o A. Invoice and Payment (1) The Engineer shall provide the City sufficient documentation to reasonably substantiate the invoices. (2) The ENGINEER will issue monthly invoices for all work performed under this AGREEMENT. Invoices are due and payable within 30 days of receipt. (3) Upon completion of services enumerated in Article I, the final payment of any balance will be due within 30 days of receipt of the final invoice. (4) In the event of a disputed or contested billing, only that portion so contested will be withheld from payment, and the undisputed portion will be paid. The CITY will exercise reasonableness in contesting any bill or portion thereof. No interest will accrue on any contested portion of the billing until mutually resolved. (5) If the CITY fails to make payment in full to ENGINEER for billings contested in good faith within 60 days of the amount due, the ENGINEER may, after giving 7 days' written notice to CITY, suspend services under this AGREEMENT until paid in full, including interest. In the event of suspension of services, the ENGINEER shall have no liability to CITY for delays or damages caused the CITY because of such suspension of services. Article IV Obligations of the Engineer Amendments to Article IV, if any, are included in Attachment C. A. General The ENGINEER will serve as the CITY's professional engineering representative under this Agreement, providing professional engineering consultation and advice and furnishing customary services incidental thereto. B. Standard of Care The standard of care applicable to the ENGINEER's services will be the degree of skill and diligence normally employed in the State of Texas by professional engineers or consultants performing the same or similar services at the time such services are performed. C. Subsurface Investigations (1) The ENGINEER shall advise the CITY with regard to the necessity for subcontract work such as special surveys, tests, test borings, or other subsurface investigations in connection with design and engineering work to be performed hereunder. The ENGINEER shall also advise the CITY concerning the results of same. Such surveys, tests, and investigations shall be furnished by the CITY, unless otherwise specified in Attachment A. (2) In soils, foundation, groundwater, and other subsurface investigations, the actual characteristics may vary significantly between successive test points and sample intervals and at locations other than where observations, exploration, and investigations have been made. Because of the inherent uncertainties in subsurface evaluations, changed or unanticipated underground conditions may occur that could affect the total PROJECT cost and/or execution. These conditions and cost/execution effects are not the responsibility of the ENGINEER. D. Preparation of Engineering Drawings The ENGINEER will provide to the CITY the original drawings of all plans in ink on reproducible plastic film sheets, or as otherwise approved by CITY, which shall become the property of the CITY. CITY may use such drawings in any manner it desires; provided, however, that the ENGINEER shall not be liable for the use of such drawings for any project other than the PROJECT described herein. ENGINEERING CONTRACT Page 2 of 15 E. Engineer's Personnel at Construction Site (1) The presence or duties of the ENGINEER's personnel at a construction site, whether as on-site representatives or otherwise, do not make the ENGINEER or its personnel in any way responsible for those duties that belong to the CITY and/or the CITY's construction contractors or other entities, and do not relieve the construction contractors or any other entity of their obligations, duties, and responsibilities, including, but not limited to, all construction methods, means, techniques, sequences, and procedures necessary for coordinating and completing all portions of the construction work in accordance with the Contract Documents and any health or safety precautions required by such construction work. The ENGINEER and its personnel have no authority to exercise any control over any construction contractor or other entity or their employees in connection with their work or any health or safety precautions. (2) Except to the extent of specific site visits expressly detailed and set forth in Attachment A, the ENGINEER or its personnel shall have no obligation or responsibility to visit the construction site to become familiar with the progress or quality of the completed work on the PROJECT or to determine, in general, if the work on the PROJECT is being performed in a manner indicating that the PROJECT, when completed, will be in accordance with the Contract Documents, nor shall anything in the Contract Documents or the agreement between CITY and ENGINEER be construed as requiring ENGINEER to make exhaustive or continuous on-site inspections to discover latent defects in the work or otherwise check the quality or quantity of the work on the PROJECT. If, for any reason, the ENGINEER should make an on-site observation(s), on the basis of such on-site observations, if any, the ENGINEER shall endeavor to keep the CITY informed of any deviation from the Contract Documents coming to the actual notice of ENGINEER regarding the PROJECT. (3) When professional certification of performance or characteristics of materials, systems or equipment is reasonably required to perform the services set forth in the Scope of Services, the ENGINEER shall be entitled to rely upon such certification to establish materials, systems or equipment and performance criteria to be required in the Contract Documents. F. Opinions of Probable Cost, Financial Considerations, and Schedules (1) The ENGINEER shall provide opinions of probable costs based on the current available information at the time of preparation, in accordance with Attachment A. (2) In providing opinions of cost, financial analyses, economic feasibility projections, and schedules for the PROJECT, the ENGINEER has no control over cost or price of labor and materials; unknown or latent ENGINEERING CONTRACT Page 3 of 15 conditions of existing equipment or structures that may affect operation or maintenance costs; competitive bidding procedures and market conditions; time or quality of performance by third parties; quality, type, management, or direction of operating personnel; and other economic and operational factors that may materially affect the ultimate PROJECT cost or schedule. Therefore, the ENGINEER makes no warranty that the CITY's actual PROJECT costs, financial aspects, economic feasibility, or schedules will not vary from the ENGINEER's opinions, analyses, projections, or estimates. G. Construction Progress Payments Recommendations by the ENGINEER to the CITY for periodic construction progress payments to the construction contractor will be based on the ENGINEER's knowledge, information, and belief from selective sampling and observation that the work has progressed to the point indicated. Such recommendations do not represent that continuous or detailed examinations have been made by the ENGINEER to ascertain that the construction contractor has completed the work in exact accordance with the Contract Documents; that the final work will be acceptable in all respects; that the ENGINEER has made an examination to ascertain how or for what purpose the construction contractor has used the moneys paid; that title to any of the work, materials, or equipment has passed to the CITY free and clear of liens, claims, security interests, or encumbrances; or that there are not other matters at issue between the CITY and the construction contractor that affect the amount that should be paid. H. Record Drawings Record drawings, if required, will be prepared, in part, on the basis of information compiled and furnished by others,and may not always represent the exact location, type of various components, or exact manner in which the PROJECT was finally constructed. The ENGINEER is not responsible for any errors or omissions in the information from others that is incorporated into the record drawings. I. Minority and Woman Business Enterprise (M/WBE) participation In accord with City of Fort Worth Ordinance No. 15530, the City has goals for the participation of minority business enterprises and woman business enterprises in City contracts. Engineer acknowledges the M/WBE goal established for this contract and its commitment to meet that goal. Any misrepresentation of facts (other than a negligent misrepresentation) and/or the commission of fraud by the Engineer may result in the termination of this agreement and debarment from participating in City contracts for a period of time of not less than three (3) years. J. Right to Audit ENGINEERING CONTRACT Page 4 of 15 (1) ENGINEER agrees that the CITY shall, until the expiration of three (3) years after final payment under this contract, have access to and the right to examine and photocopy any directly pertinent books, documents, papers and records of the ENGINEER involving transactions relating to this contract. ENGINEER agrees that the CITY shall have access during normal working hours to all necessary ENGINEER facilities and shall be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. The CITY shall give ENGINEER reasonable advance notice of intended audits. (2) ENGINEER further agrees to include in all its subconsultant agreements hereunder a provision to the effect that the subconsultant agrees that the CITY shall, until the expiration of three (3) years after final payment under the subcontract, have access to and the right to examine and photocopy any directly pertinent books, documents, papers and records of such subconsultant, involving transactions to the subcontract, and further, that the CITY shall have access during normal working hours to all subconsultant facilities, and shall be provided adequate and appropriate work space, in order to conduct audits in compliance with the provisions of this article together with subsection (3)hereof. CITY shall give subcon- sultant reasonable advance notice of intended audits. (3) ENGINEER and subconsultant agree to photocopy such documents as may be requested by the CITY. The CITY agrees to reimburse ENGINEER for the cost of copies at the rate published in the Texas Administrative Code in effect as of the time copying is performed. K. ENGINEER's Insurance (1) Insurance coverage and limits: ENGINEER shall provide to the City certificate(s) of insurance documenting policies of the following coverage at minimum limits that are to be in effect prior to commencement of work on the PROJECT: Commercial General Liability $1,000,000 each occurrence $1,000,000 aggregate Automobile Liability $1,000,000 each accident (or reasonably equivalent limits of coverage if written on a split limits basis). Coverage shall be on any vehicle used in the course of the PROJECT. ENGINEERING CONTRACT Page 5 of 15 Worker's Compensation Coverage A: statutory limits Coverage B: $100,000 each accident $500,000 disease - policy limit $100,000 disease - each employee Professional Liability $1,000,000 each claim/annual aggregate (2) Certificates of insurance evidencing that the ENGINEER has obtained all required insurance shall be delivered to the CITY prior to ENGINEER proceeding with the PROJECT. (a) Applicable policies shall be endorsed to name the CITY an Additional Insured thereon, as its interests may appear. The term CITY shall include its employees, officers, officials, agents, and volunteers as respects the contracted services. (b) Certificate(s) of insurance shall document that insurance coverage specified according to items section K.(1) and K.(2) of this agreement are provided under applicable policies documented thereon. (c) Any failure on part of the CITY to request required insurance documentation shall not constitute a waiver of the insurance requirements. (d) A minimum of thirty (30) days notice of cancellation or material change in coverage shall be provided to the CITY. A ten (10) days notice shall be acceptable in the event of non-payment of premium. Such terms shall be endorsed onto ENGINEER's insurance policies. Notice shall be sent to the respective Department Director (by name), City of Fort Worth, 1000 Throckmorton, Fort Worth, Texas 76102. (e) Insurers for all policies must be authorized to do business in the state of Texas or be otherwise approved by the CITY; and, such insurers shall be acceptable to the CITY in terms of their financial strength and solvency. (f) Deductible limits, or self-insured retentions, affecting insurance required herein shall be acceptable to the CITY in its sole discretion; and, in lieu of traditional insurance, any alternative coverage maintained through insurance pools or risk retention groups must be also approved. Dedicated financial resources or letters of credit may also be acceptable to the City. ENGINEERING CONTRACT Page 6 of 15 (g) Applicable policies shall each be endorsed with a waiver of subrogation in favor of the CITY as respects the PROJECT. (h) The City shall be entitled, upon its request and without incurring expense, to review the ENGINEER's insurance policies including endorsements thereto and, at the CITY's discretion, the ENGINEER may be required to provide proof of insurance premium payments. (i) The Commercial General Liability insurance policy shall have no exclusions by endorsements unless the CITY approves such exclusions. (j) The Professional Liability insurance policy, if written on a claims made basis shall be maintained by the ENGINEER for a minimum two (2) year period subsequent to the term of the respective PROJECT contract with the CITY unless such coverage is provided the ENGINEER on an occurrence basis. (k) The CITY shall not be responsible for the direct payment of any insurance premiums required by this agreement. It is understood that insurance cost is an allowable component of ENGINEER's overhead. (1) All insurance required in section K., except for the Professional Liability insurance policy, shall be written on an occurrence basis in order to be approved by the CITY. (m) Subconsultants to the ENGINEER shall be required by the ENGINEER to maintain the same or reasonably equivalent insurance coverage as required for the ENGINEER. When subconsultants maintain insurance coverage, ENGINEER shall provide CITY with documentation thereof on a certificate of insurance. Notwithstanding anything to the contrary contained herein, in the event a subconsultant's insurance coverage is canceled or terminated, such cancellation or termination shall not constitute a breach by ENGINEER of the Agreement. L. Independent Consultant The ENGINEER agrees to perform all services as an independent consultant and not as a subcontractor, agent, or employee of the CITY. M. Disclosure The ENGINEER acknowledges to the CITY that it has made full disclosure in writing of any existing conflicts of interest or potential conflicts of interest, including personal financial interest, direct or indirect, in property abutting the proposed ENGINEERING CONTRACT Page 7 of 15 PROJECT and business relationships with abutting property cities. The ENGINEER further acknowledges that it will make disclosure in writing of any conflicts of interest that develop subsequent to the signing of this contract and prior to final payment under the contract. N. Asbestos or Hazardous Substances (1) If asbestos or hazardous substances in any form are encountered or suspected, the ENGINEER will stop its own work in the affected portions of the PROJECT to permit testing and evaluation. (2) If asbestos or other hazardous substances are suspected, the ENGINEER will, if requested, assist the CITY in obtaining the services of a qualified subcontractor to manage the remediation activities of the PROJECT. O. Permitting Authorities - Design Changes If permitting authorities require design changes so as to comply with published design criteria and/or current engineering practice standards which the ENGINEER should have been aware of at the time this Agreement was executed, the ENGINEER shall revise plans and specifications, as required, at its own cost and expense. However, if design changes are required due to the changes in the permitting authorities' published design criteria and/or practice standards criteria which are published after the date of this Agreement which the ENGINEER could not have been reasonably aware of, the ENGINEER shall notify the CITY of such changes and an adjustment in compensation will be made through an amendment to this AGREEMENT. Article V Obligations of the City Amendments to Article V, if any, are included in Attachment C. A. City-Furnished Data The CITY will make available to the ENGINEER all technical data in the CITY's possession relating to the ENGINEER's services on the PROJECT. The ENGINEER may rely upon the accuracy, timeliness, and completeness of the information provided by the CITY. B. Access to Facilities and Property The CITY will make its facilities accessible to the ENGINEER as required for the ENGINEER's performance of its services and will provide labor and safety equipment as required by the ENGINEER for such access. The CITY will perform, at no cost to the ENGINEER, such tests of equipment, machinery, pipelines, and ENGINEERING CONTRACT Page 8 of 15 other components of the CITY's facilities as may be required in connection with the ENGINEER's services. The CITY will be responsible for all acts of the CITY's personnel. C. Advertisements, Permits, and Access Unless otherwise agreed to in the Scope of Services, the CITY will obtain, arrange, and pay for all advertisements for bids; permits and licenses required by local, state, or federal authorities; and land, easements, rights-of-way, and access necessary for the ENGINEER's services or PROJECT construction. D. Timely Review The CITY will examine the ENGINEER's studies, reports, sketches, drawings, specifications, proposals, and other documents; obtain advice of an attorney, insurance counselor, accountant, auditor, bond and financial advisors, and other consultants as the CITY deems appropriate; and render in writing decisions required by the CITY in a timely manner in accordance with the project schedule in Attachment A. E. Prompt Notice The CITY will give prompt written notice to the ENGINEER whenever CITY observes or becomes aware of any development that affects the scope or timing of the ENGINEER's services or of any defect in the work of the ENGINEER or construction contractors. F. Asbestos or Hazardous Substances and Indemnification (1) To the maximum extent permitted by law, the CITY will indemnify and release ENGINEER and its officers, employees, and subcontractors from all claims, damages, losses, and costs, including, but not limited to, attorney's fees and litigation expenses arising out of or relating to the presence, discharge, release, or escape of hazardous substances, contaminants, or asbestos on or from the PROJECT. Nothing contained herein shall be construed to require the CITY to levy, assess or collect any tax to fund this indemnification. (2) The indemnification and release required above shall not apply in the event the discharge, release or escape of hazardous substances, contaminants, or asbestos is a result of ENGINEER'S negligence or if such hazardous substance, contaminant or asbestos is brought onto the PROJECT by ENGINEER. ENGINEERING CONTRACT Page 9 of 15 G. Contractor Indemnification and Claims The CITY agrees to include in all construction contracts the provisions of Article IV.E. regarding the ENGINEER's Personnel at Construction Site, and provisions providing contractor indemnification of the CITY and the ENGINEER for contractor's negligence. H. Contractor Claims and Third-Party Beneficiaries (1) The CITY agrees to include the following clause in all contracts with construction contractors and equipment or materials suppliers: "Contractors, subcontractors and equipment and materials suppliers on the PROJECT, or their sureties, shall maintain no direct action against the ENGINEER, its officers, employees, and subcontractors, for any claim arising out of, in connection with, or resulting from the engineering services performed. Only the CITY will be the beneficiary of any undertaking by the ENGINEER." (2) This AGREEMENT gives no rights or benefits to anyone other than the CITY and the ENGINEER and there are no third-party beneficiaries. (3) The CITY will include in each agreement it enters into with any other entity or person regarding the PROJECT a provision that such entity or person shall have no third-party beneficiary rights under this Agreement. (4) Nothing contained in this section V.H. shall be construed as a waiver of any right the CITY has to bring a claim against ENGINEER. I. CITY's Insurance (1) The CITY may maintain property insurance on certain pre-existing structures associated with the PROJECT. (2) The CITY will ensure that Builders Risk/Installation insurance is maintained at the replacement cost value of the PROJECT. The CITY may provide ENGINEER a copy of the policy or documentation of such on a certificate of insurance. (3) The CITY will specify that the Builders Risk/Installation insurance shall be comprehensive in coverage appropriate to the PROJECT risks. J. Litigation Assistance The Scope of Services does not include costs of the ENGINEER for required or requested assistance to support, prepare, document, bring, defend, or assist in ENGINEERING CONTRACT Page 10 of 15 litigation undertaken or defended by the CITY. In the event CITY requests such services of the ENGINEER, this AGREEMENT shall be amended or a separate agreement will be negotiated between the parties. K. Changes The CITY may make or approve changes within the general Scope of Services in this AGREEMENT. If such changes affect the ENGINEER's cost of or time required for performance of the services, an equitable adjustment will be made through an amendment to this AGREEMENT with appropriate CITY approval. Article VI General Legal Provisions Amendments to Article VI, if any, are included in Attachment C. A. Authorization to Proceed ENGINEER shall be authorized to proceed with this AGREEMENT upon receipt of a written Notice to Proceed from the CITY. B. Reuse of Project Documents All designs, drawings, specifications, documents, and other work products of the ENGINEER, whether in hard copy or in electronic form, are instruments of service for this PROJECT, whether the PROJECT is completed or not. Reuse, change, or alteration by the CITY or by others acting through or on behalf of the CITY of any such instruments of service without the written permission of the ENGINEER will be at the CITY's sole risk. The final designs, drawings, specifications and documents shall be owned by the CITY. C. Force Majeure The ENGINEER is not responsible for damages or delay in performance caused by acts of God, strikes, lockouts, accidents, or other events beyond the control of the ENGINEER. D. Termination (1) This AGREEMENT may be terminated only by the City for convenience on 30 days' written notice. This AGREEMENT may be terminated by either the CITY or the ENGINEER for cause if either party fails substantially to perform through no fault of the other and does not commence correction of such nonperformance with 5 days of written notice and diligently complete the correction thereafter. ENGINEERING CONTRACT Page 11 of 15 (2) If this AGREEMENT is terminated for the convenience of the City, the ENGINEER will be paid for termination expenses as follows: a.) Cost of reproduction of partial or complete studies, plans, specifications or other forms of ENGINEER'S work product; b.) Out-of-pocket expenses for purchasing storage containers, microfilm, electronic data files, and other data storage supplies or services; c.) The time requirements for the ENGINEER'S personnel to document the work underway at the time the CITY'S termination for convenience so that the work effort is suitable for long time storage. (3) Prior to proceeding with termination services, the ENGINEER will submit to the CITY an itemized statement of all termination expenses. The CITY'S approval will be obtained in writing prior to proceeding with termination services. E. Suspension, Delay, or Interruption to Work The CITY may suspend, delay, or interrupt the services of the ENGINEER for the convenience of the CITY. In the event of such suspension, delay, or interruption, an equitable adjustment in the PROJECT's schedule, commitment and cost of the ENGINEER's personnel and subcontractors, and ENGINEER's compensation will be made. F. Indemnification (1) The ENGINEER agrees to indemnify and defend the CITY from any loss, cost, or expense claimed by third parties for property damage and bodily injury, including death, caused solely by the negligence or willful misconduct of the ENGINEER, its employees, officers, and subcontractors in connection with the PROJECT. (2) If the negligence or willful misconduct of both the ENGINEER and the CITY (or a person identified above for whom each is liable) is a cause of such damage or injury, the loss, cost, or expense shall be shared between the ENGINEER and the CITY in proportion to their relative degrees of negligence or willful misconduct as determined pursuant to T.C.P. & R. Code, section 33.011(4) (Vernon Supplement 1996). G. Assignment Neither party shall assign all or any part of this AGREEMENT without the prior written consent of the other party. ENGINEERING CONTRACT Page 12 of 15 H. Interpretation Limitations on liability and indemnities in this AGREEMENT are business understandings between the parties and shall apply to all the different theories of recovery, including breach of contract or warranty, tort including negligence, strict or statutory liability, or any other cause of action, except for willful misconduct or gross negligence for limitations of liability and sole negligence for indemnification. Parties mean the CITY and the ENGINEER, and their officers, employees, agents, and subcontractors. I. Jurisdiction The law of the State of Texas shall govern the validity of this AGREEMENT, its interpretation and performance, and any other claims related to it. The venue for any litigation related to this AGREEMENT shall be Tarrant County, Texas. J. Alternate Dispute Resolution (1) All claims, disputes, and other matters in question between the CITY and ENGINEER arising out of, or in connection with this Agreement or the PROJECT, or any breach of any obligation or duty of CITY or ENGINEER hereunder, will be submitted to mediation. If mediation is unsuccessful, the claim, dispute or other matter in question shall be submitted to arbitration if both parties acting reasonably agree that the amount of the dispute is likely to be less than $50,000, exclusive of attorney's fees, costs and expenses. Arbitration shall be in accordance with the Construction Industry Arbitration Rules of the American Arbitration Association or other applicable rules of the Association then in effect. Any award rendered by the arbitrators less than $50,000, exclusive of attorney's fees, costs and expenses, will be final, judgment may be entered thereon in any court having jurisdiction, and will not be subject to appeal or modification except to the extent permitted by Sections 10 and 11 of the Federal Arbitration Act (9 U.S.C. Sections 10 and 11). (2) Any award greater than $50,000, exclusive of attorney's fees, costs and expenses, may be litigated by either party on a de novo basis. The award shall become final ninety (90) days from the date same is issued. If litigation is filed by either party within said ninety (90) day period, the award shall become null and void and shall not be used by either party for any purpose in the litigation. K. Severability and Survival If any of the provisions contained in this AGREEMENT are held for any reason to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability will not affect any other provision, and this AGREEMENT shall be ENGINEERING CONTRACT Page 13 of 15 construed as if such invalid, illegal, or unenforceable provision had never been contained herein. Articles V.F., VI.B., VI.D., VI.H., VI.I., and VI.J. shall survive termination of this AGREEMENT for any cause. L. Observe and Comply ENGINEER shall at all times observe and comply with all federal and State laws and regulations and with all City ordinances and regulations which in any way affect this AGREEMENT and the work hereunder, and shall observe and comply with all orders, laws ordinances and regulations which may exist or may be enacted later by governing bodies having jurisdiction or authority for such enactment. No plea of misunderstanding or ignorance thereof shall be considered. ENGINEER agrees to defend, indemnify and hold harmless CITY and all of its officers, agents and employees from and against all claims or liability arising out of the violation of any such order, law, ordinance, or regulation, whether it be by itself or its employees. Article VII Attachments, Schedules, and Signatures This AGREEMENT, including its attachments and schedules, constitutes the entire AGREEMENT, supersedes all prior written or oral understandings, and may only be changed by a written amendment executed by both parties. The following attachments and schedules are hereby made a part of this AGREEMENT: Attachment A- Scope of Services Attachment B — Compensation Attachment B-1 — Hourly Rate Schedule Attachment B-2 — Estimated Work Breakdown Executed this the day of , 20 (REMAINDER OF PAGE INTENTIONALLY LEFT BLANK) ENGINEERING CONTRACT Page 14 of 15 ATTEST: CITY FORT WO H r By Gloria/Pearson Marc' OV City Secretary Assistant City Manager APPROVED AS TO FORM � AND LEGALITY (i - I�grD contract Authorization /� //-//-U Gary Stei berger Date Assistant City Attorney ATTEST: ENGINEE By: laylUl Ric ar "Sawevy, , Vice President Camp Dresser& McKee Inc. APPROVAL RECOMMENDED: f By: Dale A. Fisse a ,; .E. Water Director ENGINEERING CONTRACT Page 15 of 15 ATTACHMENT"A" AGREEMENT FOR ENGINEERING SERVICES THE CITY OF FORT WORTH,TEXAS AND CAMP DRESSER&MCKEE INC. FOR WATER AND WASTEWATER IMPACT FEE REPORT SCOPE OF SERVICES I. Basic Services SCOPE OF BASIC SERVICES ENGINEER will prepare the 2003 update of CITY water and wastewater Impact Fees in accordance with Texas Local Government Code Chapter 395. ENGINEER Basic Services will include update of the following:water and wastewater Capital Improvements Plans;Land Use Assumption for CITY's water and wastewater service areas; Calculation of water and wastewater Impact Fees;and providing notice and attending customer information workshops,public hearings and city council meetings. The scope of the Basic Services of ENGINEER will be as follows: 1.KICKOFF MEETING 1. Meet with the CITY and ENGINEER Team Members to kickoff the project. Review project's Scope of Services. Establish lines of communication between the CITY personnel and ENGINEER Team Members. 2. Provide the CITY with a preliminary list of data required for the project. 3. Provide the CITY with a preliminary project schedule. 4. Issue meeting memorandum and revised schedule,if necessary. 2.LAND USE ASSUMPTION/CAPITAL IMPROVEMENTS PLAN 1. Establish NCTCOG liaison to verify water service area population information provided by CITY staff. ENGINEER will use CITY provided data for Land Use Assumption(LUA)and Capital Improvements Plan(CIP). The ENGINEER will not make changes to CITY provided information. If the verification process proves changes are needed,CITY staff will provide appropriate corrected data. It is understood that in the event that if the CITY is unable to provide the corrected information related to the water service area population by December 1,2003,ENGINEER will develop the required information under the Special Services Section of this agreement with electronic copies provided to CITY on a diskette. 2. Collect data from CITY and conduct interviews with staff. Coordinate with CITY on growth policies and plans and obtain narrative list and map of proposed preliminary and final plats. Review most recent land use data. 3. Collect from CITY data previously provided by wholesale customers regarding water and wastewater operational strategies. Send letter requests to wholesale customers verifying that there are no changes in information relative to their water and wastewater operational strategies and plans with electronic copies provided to CITY on a diskette. 4. Review the most recent Water and Wastewater Master Plans,Impact Fee Reports,Water and Wastewater Semi-Annual Capital Improvements Progress Report,and other ongoing or recently Attachment"A" Page 1 completed planning studies to identify planned capital projects that are growth related. Prepare for and attend up to four(4)meetings with CITY Staff and consultants retained to prepare the CITY's water and wastewater Capital Improvements Plans and Master Plans. Evaluate the growth related projects to determine the capacity attributable to growth during the study period. Review the cost estimates of the growth-related projects as needed. It is understood that in the event that the CITY's other consultants are unable to provide cost and capacity information related to the proposed water and wastewater infrastructure by December 15,2003,ENGINEER will develop the required information under the Special Services Section of this agreement with electronic copies provided to CITY on a diskette. 5. Prepare draft report(s)of land use assumptions and capital Improvements plans for water and wastewater facilities in accordance with Texas Local Government Code 395. Provide the CITY with twenty(20)copies of the draft report(s)and meet with the CITY to review. Finalize report(s) and provide the CITY with fifty(50)copies of the report(s)with electronic copies provided to CITY on a diskette. 6. Prepare for and attend up to nine(9)meetings with CITY Staff,Wholesale Customers Advisory Committee(one meeting),Customer Impact Fee Committee(four meetings),and Citizen Advisory Committee(four meetings). 3.IMPACT FEE CALCULATION 1. As an initial part of the impact fee calculation task,the ENGINEER will: a. Review the data requested in Task 1.2 to become familiar with the financial and operation characteristics of the Water Department. b. Develop a supportable method for determining equivalent units used in Impact Fee calculations (meter size equivalency)based on generally accepted standards and document.Evaluate the implications of including inactive meters in the calculation of service units,and ultimately,Impact Fees. 2. Attend one meeting with the CITY to discuss the methodology to be used in determining the water and wastewater Impact Fees. The existing service unit methodology will be updated in accordance with Texas Local Government Code 395 as part of the Basic Services offered herein. After the CITY selects the preferred methodology approach and after the population and demand in the land use study portion of this project have been determined,the capacity required to serve existing customers and the capacity required for new growth will be developed. 3. ENGINEER will prepare an Excel spreadsheet model(Impact Fee calculation model)to calculate the Impact Fee component for the installed extra capacity as it now exists in the water and wastewater system. Calculate the Impact Fee component for those facilities identified in the Capital Improvements Plans that are required to serve growth during the study period. 4. Modify Impact Fee calculation model to analyze benefit credit alternatives as established by Texas Senate Bill(SB)243. Issues that will be reviewed as part of this task will be limited to the following: a. Ramifications of including or excluding water and wastewater pipe in the Impact Fee calculation. b. Recovery of CITY costs in certain existing developments. c. The need for and efficiency of an Impact Fee differential between inside city and outside city retail service development. d. Evaluation of an Impact Fee differential between wholesale and retail. In addition,this task will include the development of a proposed administrative process to estimate debt service paid in rates for capital improvements serving new developments. Provide a letter report describing the recommended process with electronic copies provided to CITY on a diskette. Attachment"A" Page 2 4.PUBLIC INFORMATION PROGRAM 1. Prepare no more than two(2)newsletters on project progress with electronic copies provided to CITY on a diskette. CITY will provide a database of the Customer Impact Fee Committee,Citizen Advisory Committee and Wholesale Customers Advisory Committee. Review data base with CITY staff to verify adequacy. After CITY approval,distribute up to one hundred twenty-five (125)copies for each newsletter. 2. Provide notification for two(2)public hearings on: 1)the Land Use Assumptions/Capital Improvements Plan(LGC Section 395.042—Hearing on Land Use Assumptions and Capital Improvements Plans);and 2)the proposed Water and Wastewater Impact Fees(LGC Section 395.047—Hearing on Impact Fee). Prepare and issue,after CITY approval,news releases, calendar listing and advertisements. Include in news release or advertisements a general statement on the Impact Fee Program. Prepare and provide sign-in sheets,locations signs and comment forms. Prepare for and attend said public hearing,including a pre-council briefing to present the study results. 5.ORDINANCE DEVELOPMENT 1. Review existing Impact Fee Ordinance. 2. Review the CITY's current Water and Wastewater Wholesale Uniform Contracts as they address Impact Fees and Impact Fee Ordinance. 3. Prepare a draft revised Impact Fee Ordinance and provide the CITY with five(5)copies with electronic copies provided to CITY on a diskette. 4. Attend one(1)meeting with the CITY to review revised draft Impact Fee Ordinance. 5. Finalize revised draft Impact Fee Ordinance and provide the CITY with five(5)copies with electronic copies provided to CITY on a diskette. II. CITY has established the following special provisions and/or other considerations or requirements in respect of the Assignment: SCOPE OF SPECIAL SERVICES In addition to the Basic Services listed in Exhibit A,Item#1,CITY has identified ten tasks that are not included in Basic Services of ENGINEER.Upon receiving written notice to proceed from CITY,ENGINEER will provide any of the following Special Services tasks: TASK: 1. Evaluate the CITY's current method of assessing and collecting wholesale Impact Fees. Determine and report when the fees are collected from developers,builders,property owners and the timing of when funds are remitted to the CITY. Compare with retail Impact Fee collection policy and compliance with Texas Local Government Code 395.016. Provide a letter report stating the task findings and recommendations developed from those findings. 2. Modify the Impact Fee calculation model to evaluate the implications of including interest charges in the Impact Fee calculation. Prepare a letter report of the evaluation findings and recommendations. 3. Develop a model/Excel spreadsheet to calculate the maximum collected Impact Fees available to be used for annual debt service payments. (Impact Fee Debt Service) Data Needed from CITY: ■ Hard copy of previous spreadsheet for format Attachment"A" Page 3 ■ Debt Service schedules—future payments(amortization schedules) ■ Schedule of past payments of debt service from Impact Fees ■ Copies of all previous Impact Fee studies to obtain correct growth%for CIP. 4. Review current procedures of reporting Impact Fees collected and if necessary,recommend methods of improving the process. This would include reviewing the method of data collection and the reporting of components such as name and address of payee,amount of collection relating to size of meter, customer class,and service.Prepare a letter report of the evaluation findings and recommendations. This review will not include an audit of the accuracy of the data being collected. CITY requirements include: ■ Ability to interview appropriate personnel i. Staff responsible for collecting and recording Impact Fee payments ii. Staff responsible for preparing quarterly Impact Fee report ■ Samples of reports/lists/information used when recording initial payment of impact fees. ■ Copies of quarterly Impact Fee Reports. 5. Investigate the appropriateness of combining water and wastewater Impact Fee funds. Determine if a new reuse Impact Fee can be implemented and if this would facilitate combining of water and wastewater Impact Fee funds. Provide a letter report listing the advantages and disadvantages of combing Impact Fee funds and recommendations based on the investigation. 6. Study the appropriateness of special assessment developer agreements in developments such as Walsh Ranch,Bond Ranch and Sendera Ranch. Provide a letter report discussing the advantages and disadvantages of these agreements and presenting alternatives,if any. 7. Investigate the inclusion of two cost centers not previously included in the Water and/or Wastewater Impact Fee calculations: ■ Water supply facilities(Tarrant Regional Water District)in the capital Improvements plan and ■ Internal costs of administering Impact Fees,including time spent in researching records for meter set dates,three-year update studies,cost accounting,special reports Modify the Impact Fee calculation model to incorporate these costs and provide a letter report supporting the investigation findings and presenting the effect these changes will have on the Impact Fees developed in Basic Services. 8. Determine which Capital Improvements Plan investments not previously included in Impact Fee calculations can be recovered in the current update.Modify the Impact Fee calculation model to incorporate these investments and provide a letter report supporting conclusions and presenting the affect these changes will have on the Impact Fees developed in Basic Services. 9. Define the service area where impact fees can be charged by the Water Department–city limits, CCN or other. Determine whether the CITY may or should charge impact fees in areas that have established business and residences when they are annexed.Provide a letter report supporting conclusions. 10. Develop an outline for a capital projects accounting system that would track projects from planning inception to completion,including projected capital and administrative costs,all actual costs incurred including labor,land acquisitions,construction,engineering and legal expenses.Provide a letter report supporting conclusions. END OF ATTACHMENT"A" Attachment"A" Page 4 ATTACHMENT`B" COMPENSATION AND SCHEDULE WATER AND WASTEWATER IMPACT FEE REPORT I COMPENSATION A. For the Basic Services scope,described in this Agreement,the CITY agrees to pay the ENGINEER a Lump Sum fee of One Hundred Fifty Thousand Two hundred Eighty-five dollars($150,285). Partial progress payments shall be made to ENGINEER on a monthly basis in the amount of TwePjy One Thousand Four Hundred Seventy dollars($21,470)per month for six months. A final payment of Twenty One Thousand Four Hundred&U-five dollars($21,465)shall be paid within thirty(30)days of delivery of final document. B. Special Services not included in Basic Services in Attachment"A"shall be paid in accordance with the hourly rate schedule in Exhibit`B-1"and will be in addition to the lump sum fee described in Paragraph A. II. SCHEDULE The time periods for the performance of ENGINEER's services are as follows: November 2003 through June 2004 Attachment`B" Page 1 EXHIBIT "B-1" HOURLY RATE SCHEDULE EMPLOYEE CLASSIFICATION RATE Client Officer $ 205 Project Manager $ 145 Senior Financial Analyst $ 145 Senior Engineer $ 145 Junior Financial Analyst $ 90 Junior Engineer $ 90 Subconsultant $ 110 Senior Public Relations Specialist $ 120 Junior Public Relations Specialist $ 70 Other Direct Costs Cost+ 10% Subconsultant will be paid for at actual invoice cost plus ten percent(10%). Exhibit`B-1" Page 1 EXHIBIT`B-2" ESTIMATED WORK BREAKDOWN AND SUBCONSULTANT COST BASIC SERVICES Sub Task Client Project Senior Senior Jr. Public Senior Junior Junior Sub CDM Officer Manager Financial Public Relation Engineer Engineer Financial Consultant Total Analyst Relation Specialist Analyst Specialist BASIC SERVICES 1 1 4 4 0 4 0 0 0 0 4 12 2 8 8 0 0 0 4 8 0 8 28 3 2 4 0 0 0 1 0 2 7 4 2 2 0 0 0 2 0 0 0 6 2 1 2 0 0 0 0 4 8 0 0 14 2 6 4 0 0 0 8 16 0 0 34 3 6 0 0 0 0 8 24 0 0 38 4 6 4 0 0 0 16 80 0 0 106 5 4 4 0 0 0 24 40 0 0 72 6 32 40 8 0 0 32 0 0 40 112 3 1 8 12 12 0 0 0 0 24 24 56 2 8 12 12 0 0 0 0 24 30 56 3 8 12 12 0 0 0 0 24 30 56 4 4 40 40 0 0 0 0 0 40 84 4 1 8 8 0 24 24 0 0 0 8 64 2 3 16 8 24 24 0 0 0 16 75 3 8 8 8 0 0 0 0 0 8 24 5 1 0 4 4 0 0 0 0 0 4 8 2 2 4 4 0 0 0 0 0 4 10 3 2 4 0 0 0 0 0 0 4 6 4 0 4 0 0 0 0 0 0 4 4 5 0 2 0 0 0 0 0 0 0 2 Total 123 196 108 52 48 99 176 72 226 874 Exhibit 11B-2" Page 1 Basic Services - $ 150,285 Lump Sum Hours Labor ODC Total Task 1 67 $ 9,569 $ 140 $ 9,709 2 416 $ 52,759 $ 1,480 $ 54,239 3 376 $ 47,496 $ 3,110 $ 50,606 4 195 $ 23,286 $ 1,180 $ 24,466 5 46 $ 6,265 $ - $ 6,265 Sub Total 1100 $ 145,285 Advertising $ 5,000 Exhibit`B-2" Page 2 CITY OF FORT WORTH UPDATE OF WATER & WASTEWATER IMPACT FEE SCHEDULE November 4, 2003 Kickoff meeting with City staff. Review scope of work, establish lines of communication, review project schedule, discuss kickoff meeting with Citizens Advisory Committee (CAC), Wholesale Customer Impact Fee Committee (WCIFC). 5, 2003 Consultant team begins initial data collection process (North Central Texas Council of Government — NCTCOG). LUA study initiated. 18, 2003 Kickoff meeting with CAC in the morning and WCIFC in the afternoon. Introduction of project team, project schedule. Briefing on the purpose and intent of impact fees, legislative guidance, policies. Also meeting will serve as the staff's semi-annual update on the Land Use Assumptions (LUA) and Capital Improvement Plan (CIP) for the CAC. 19, 2003 Consultant team initiates CIP review and issues survey questionnaire to wholesale customers regarding projected water and wastewater system operations. 25, 2003 City Council approval of consultant agreement. December 15, 2003 City staff delivers water and wastewater CIP. January 15, 2004 Draft land use assumptions and CIP completed and send to CAC and WCIFC. 20, 2004 Meeting with WCIFC in the morning to review draft LUA and CIP. Meet with the CAC at noon to review draft LUA. 26, 2004 Publication and certified mailing of Notice of Public Hearing on Land Use Assumptions, Capital Improvements Plan. February 5, 2004 Comments due from CAC and WCIFC on the draft LUA and CIP report. Meet with City Staff to discuss the methodology to be used in determining the water and wastewater Impact Fees. 12, 2004 Newsletter published reporting Land Use Assumptions, CIP and Impact Fee Calculation. 20, 2004 Comments received from WCIFC and CAC on draft CIP incorporated into revised report and sent to WCAC for review. 26, 2004 Meet with the WCIFC in the morning to discuss draft Impact Fee Calculation. Meet with the CAC at noon to discuss draft Impact Fee Calculation. March 1, 2004 Public Hearing on LUA and CIP. Impact Fee Schedule Page 1 March 2, 2004 City Council approval of Land Use Assumptions and CIP. 25, 2004 Meet with CAC and WCIFC to submit draft Impact Fee Ordinance. April 1, 2004 Receive comments from CAC and WCIFC regarding draft Impact Fee Ordinance. 8, 2004 Publish Notice of Public Hearing and certified mailings. 14, 2004 Newsletter published reporting on final Land Use Assumption, CIP Report, and Impact Fee Ordinance. 22, 2004 Meet with WCAC regarding Impact Fee Ordinance. May 13, 2004 Public Hearing on Impact Fee Ordinance. 18, 2004 City briefed on Impact Fee Ordinance by consultant and FWWD at Pre-Council. City Council adopts Ordinance. Impact Fee Schedule Page 2 Project Schedule 2003 2004 Task Description NOV DEC JAN FEB MAR APR MAY TASK 1 -Data Review and Input TASK 2 - Update LUA and CIP TASK 3 &4-Meetings with CAC,Wholesale Advisory 1 OOO4 5 O OO 9 10 11 12 13 Committees and City Council TASK 5 -(Report Preparation) Draft Report Final Report 1: Project Kickoff Meetings With Citizens Advisory Committee, Wholesale Advisory Committee and Other Stakeholders 2: City Staff Delivers Water and Wastewater CIP 3: Draft Report Land Use Assumptions &Capital Improvements Plan to Advisory Committees 4: Mid-point Briefing of Advisory Committees to Present Preliminary Findings, Receive Comments 5: Advertisement of Public Hearing on Land Use Assumptions, Capital Improvements Plan and Impact Fee 6: Presentation of Draft Impact Fee Calculation To Advisory Committees 7: Public Hearing on Land Use Assumptions and Capital Improvements Plan 8: City Council Approval of Land Use Assumptions, Capital Improvements Plan,Adoption of Revised Impact Fee Schedule 9: Presentation of Impact Fee Study to Advisory Committees 10: Notice of Public Hearing on Impact Fees 11: Meet with WCAC Regarding Impact Fee Ordinance 12: Public Hearing on Impact Fees 13: City Council Approval of Impact Fees City of Fort Worth, Texas Mayor and Council Communication COUNCIL ACTION: Approved on 11/11/2003 - Ordinance No. 15745 DATE: Tuesday, November 11, 2003 LOG NAME: 60REPORT REFERENCE NO.: **C-19850 SUBJECT: Appropriation Ordinance and Award of Engineering Agreement to Camp Dresser & McKee to Update Water and Wastewater Impact Fee Report RECOMMENDATION: It is recommended that the City Council: 1. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in the amount of$75,142.50 in the Water Capital Projects Fund and $75,142.50 in the Sewer Capital Projects Fund from available funds in Wholesale and Retail, Water and Wastewater Impact Fees; and 2. Authorize the City Manager to execute an engineering agreement with Camp Dresser& McKee, in an amount not to exceed $150,285.00 for updating the [Water and Wastewater] Land Use Assumptions and Capital Improvements Plan for the purpose of revising the impact fee ordinance. DISCUSSION: Chapter 395 of the Local Government Code provides authorization for local governments to enact and impose impact fees for capital improvements related to water and wastewater facilities, storm drainage and flood control facilities, and roadway facilities. On June 6, 1990, the Fort Worth City Council adopted Ordinance No. 10601, which was subsequently amended and replaced by Ordinance No. 10871 on July 2, 1991, implementing water and wastewater impact fees. The state law requires that the City update the Land Use Assumptions and Capital Improvements Plan at least every five years, commencing from the date of the adoption of the Capital Improvements Plan. On May 25, 1999, the City Council adopted Ordinance No. 13810, which implemented the updated water and wastewater impact fee. The Capital Improvements Plan was adopted on May 25, 1999. In accordance with the state law the impact fee update needs to be adopted by May 25, 2004. To comply with state law, Fort Worth Water department staff and wholesale water and wastewater customer representatives have undergone an extensive proposal and selection process to select the consultant for the updating of Fort Worth's Water and Wastewater Impact Fee studies. After evaluating qualified consultants, Water Department staff and the wholesale customer representatives have recommended Camp Dresser& McKee to conduct the Impact Fee Study Update Report. Principal elements of the proposed study will include: * Review current Land Use Assumptions, Capital Improvements Plan and Impact Fee Schedule and Ordinances. Additional reports to review include the Water and Wastewater Master Plan, Facilities Plan and Semi-Annual Impact Fee reports; and • Update Land Use Assumptions and Capital Improvements Plan for water and wastewater in Logname: 60REPORT Page 1 of 2 accordance with Texas Local Government Code, Chapter 395; and • Participate with staff in meetings with the Fort Worth Citizen Advisory Committee on Impact Fees, participate in meetings with the Wholesale Water and Wastewater Advisory Committees and Sub- Committees on impact fees, and participate in public hearings and City Council meetings concerning the impact fee studies; and • Ramifications of including major water and wastewater piplines in the Impact fee calculation. Camp Dresser & McKee, Inc. is in compliance with the City's M/WBE Ordinance by committing to 16% M/WBE participation. The City's goal on this project is 16%. FISCAL INFORMATION/CERTIFICATION: The Finance Director certifies that, upon approval and adoption of the attached appropriation ordinance, funds will be available in the current capital budgets, as appropriated, of the Water Capital Projects Fund and Sewer Capital Projects Fund. TO Fund/Account/Centers FROM Fund/Account/Centers PW53 488013 060530200040 $37,571.25 PW53 531200 060530200040 $37,571.25 PW53 488023 060530200050 $37,571.25 PW53 531200 060530200050 $37,571.25 PS58 488343 070580200040 $37,571.25 PS58 531200 070580200040 $37,571.25 PS58 488353 070580200050 $37,571.25 PS58 531200 070580200050 $37,571.25 PW53 531200 060530200040 $37,571.25 PW53 531200 060530200050 $37,571.25 PS58 531200 070580200040 $37571.25 PS58 531200 070580200050 $37,571.25 Submitted for City Manager's Office by: Marc Ott (8476) Originating Department Head: Dale Fisseler (8207) Additional Information Contact: Dale Fisseler (8207) Logname: 60REPORT Page 2 of 2