HomeMy WebLinkAboutContract 39068 CITY SECRETARUF
CSJ #: 0918-46-250 CONTRACT No, _ 3,� o(�os
District#: 18— Dallas
Code Chart 64#: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
STATE OF TEXAS §
COUNTY OF TRAVIS §
ADVANCE FUNDING AGREEMENT
FOR A PROJECT
USING FUNDS HELD IN THE
STATE HIGHWAY 121 SUBACCOUNT
(Off State System)
THIS AGREEMENT (the Agreement) is between the State of Texas, acting by and through the Texas
Department of Transportation (the State), and the City of Fort Worth (Local Government), collectively,
the "Parties."
WITNESSETH
WHEREAS, the State has received money from the North Texas Tollway Authority for the right to
develop, finance, design, construct, operate, and maintain the SH 121 toll project from Business SH 121
in Denton County to US 75 in Collin County ("SH 121 payments"); and
WHEREAS, pursuant to Transportation Code, 228.006 the State shall authorize the use of surplus
revenue of a toll project for a transportation project, highway project, or air quality project within the
district of the Texas Department of Transportation in which any part of the toll project is located;
pursuant to Transportation Code, §228.012 the State has created a separate subaccount in the state
highway fund to hold such money (SH 121 Subaccount), and the State shall hold such money in trust for
the benefit of the region in which a project is located, and may assign the responsibility for allocating
money in the subaccount to a metropolitan planning organization (MPO); and
WHEREAS, in Minute Order 110727, dated October 26, 2006, the Texas Transportation Commission
(the "Commission") approved a memorandum of understanding (MOU) with the Regional Transportation
Council (RTC), which is the transportation policy council of the North Central Texas Council of
Governments (NCTCOG) and a federally designated MPO, concerning in part the administration,
sharing, and use of surplus toll revenue in the region; under the MOU the RTC shall select projects to be
financed using surplus revenue from a toll project, subject to Commission concurrence; and
WHEREAS, the Local Government has requested money from the SH 121 Subaccount for Multimodal
Transportation Improvements - the relocation of the BNSF Railway track in order to relocate FM 156 to
West of the current FM 156, in the City of Fort Worth (Project); the RTC has selected the Project to be
funded from the SH 121 Subaccount; and the Commission concurred in the selection and authorized the
expenditure of money Minute Order No. 111854, dated June 25, 2009;
WHEREAS, the Local Government is a political subdivision and government I Ientity- to tit C
definition; and l.a SECRETARY
T.F WORTH,TX
SH 121 Subaccount AFA Page 1 of 9
CSJ #: 0918-46-250
District#: 18— Dallas
Code Chart 64#: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
WHEREAS, Government Code, Chapter 791, and Transportation Code, §201.209 authorize the State to
contract with municipalities and political subdivisions to perform governmental functions and services;
and
WHEREAS, NCTCOG and the RTC should have authority to assist the Local Government's
implementation of financial reporting and environmental review related to a transportation project funded
by the State using money from the SH 121 Subaccount.
NOW, THEREFORE, the Parties agree as follows:
AGREEMENT
Article 1. Time Period Covered
This Agreement becomes effective when signed by the last party whose signing makes the agreement
fully executed, and the State and the Local Government will consider it to be in full force and effect until
the Projects described herein have been completed and accepted by all parties or unless terminated, as
hereinafter provided.
Article 2. Project Funding
The State will pay money to the Local Government from the SH 121 Subaccount in the amounts
specified in Attachment A, Payment Provision and Work Responsibilities. Except as provided in
the next succeeding sentence, the payments will begin no later than upon the later of the
following: (1) fifteen days after the Legislative Budget Board and the Governor each approve
the expenditure, in accordance with Rider 25 of the Texas Department of Transportation bill
pattern in Senate Bill 1, 80th Legislature; and (2) thirty days after execution of this Agreement. If
Attachment A shows that the RTC has allocated payments to the Local Government for a
certain expenditure (e.g. construction) for the Projects in a certain fiscal year, then the State will
make the payment from the SH 121 Subaccount to the Local Government for such expenditure
no later than 30 days after the beginning of the designated Fiscal Year. A Fiscal Year begins
on September 1 (for example, the 2009 Fiscal Year began September 1, 2008).
Article 3. Separate Account; Interest
All funds paid to the Local Government shall be deposited into a separate account, and interest earned
on the funds shall be kept in the account. Interest earned may be used only for the purposes specified
in Attachment A, Payment Provision and Work Responsibilities, and only after obtaining the written
approval of the RTC. The Local Government's use of interest earned will not count towards the 20
percent local match requirement set forth in this Agreement.
Article 4. Shortfalls in Funding
The Local Government shall apply all funds to the scope of work of the Projects described in Attachment
A, Payment Provisions and Work Responsibilities, and to none other. All cost overruns are the
responsibility of the Local Government. However, should the funds be insufficient to complete the work
contemplated by the Projects, the Local Government may make further request to the RTC and the
State for additional funds from the SH 121 Subaccount. Funds may be increased only through an
SH 121 Subaccount AFA Page 2 of 9
CSJ #: 0918-46-250
District#: 18 — Dallas
Code Chart 64#: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
amendment of this Agreement. If the SH 121 Subaccount does not contain sufficient funds to cover the
balance necessary to complete the Projects, or if the RTC or the Commission decline the request for
any other reason, then the Local Government shall be responsible for any shortfall.
Article 5. Return of Project Funding
The Local Government shall reimburse the State for any funds paid under this Agreement that are not
expended in accordance with the requirements of this Agreement. Upon completion of the Projects, the
Local Government will issue a signed "Notification of Completion" document to the State acknowledging
the Projects' completion. If at Projects' end, or upon termination of this Agreement, excess SH 121
Subaccount funds exist, including interest earned, such funds shall be returned to the State within 30
days. Except for funds the Local Government has already expended in accordance with the Agreement,
the Local Government shall return to the State the funds paid under this Agreement together with any
interest earned on the funds if the Projects are not completed within 10 years of execution of the
Agreement.
Article 6. Local Match
The Local Government shall be responsible for the required 20 percent local match as described in
Attachment A, Payment Provisions and Work Responsibilities. The costs incurred by the Local
Government prior to the execution of this Agreement will count towards the 20 percent local match
requirement provided such costs are for RTC-approved phases as shown in Attachment A. At the end
of each Fiscal Year the Local Government's cumulative expenditures of local match funds must be no
less than 20 percent of the cumulative SH 121 Funds received by the Local Government up to that date
under the Agreement, and must be for the uses approved for payments of SH 121 Funds up to that date
as specified in Attachment A, Payment Provision and Work Responsibilities
Article 7. Procurement and Contracting Process
The State may review the Local Government's procurement of professional services for engineering,
surveying, and right of way acquisition, letting of construction contracts, and conduct of construction
management and inspection. The Local Government shall certify compliance with state law and
regulations, and with local laws, regulations, rules, policies, and procedures. The Local Government
shall maintain a copy of the certification in the Projects' files.
Article 8. Design Standards and Construction Specifications
The Local Government shall implement the Projects using the Local Government's established design
standards, construction specifications, procurement processes, and construction management and
inspection procedures.
Article 9. Right of Way
Except for right of way owned by the State or to be acquired by the State according to the plans of the
Projects as approved by the State, the Local Government shall acquire all necessary right of way
needed for the Projects. Right of way acquisition is an eligible cost for reimbursement provided such
cost is an RTC-approved phase as shown in Attachment A.
Article 10. Utilities
The Local Government shall be responsible for the adjustment, removal, or relocation of utility facilities
SH 121 Subaccount AFA Page 3 of 9
CSJ #: 0918-46-250
District#: 18 — Dallas
Code Chart 64 #: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
in accordance with State laws and regulations and local laws, regulations, rules, policies, and
procedures applicable to the Local Government. The Local Government must obtain advance approval
for any variance from established procedures. The RTC-approved costs for utilities as shown in
Attachment A, if any, shall be used to adjust, remove, or relocate utility facilities only to the extent the
utility has a property right as shown in a recorded deed or easement.
Article 11. Compliance with Laws; Environmental Review and Public Involvement
Each Party shall comply with all federal, state, and local laws, statutes, ordinances, rules and
regulations, and the orders and decrees of any courts, administrative bodies or tribunals affecting the
performance of this Agreement as applicable to it. When required, the Local Government shall furnish
the State with satisfactory proof of compliance. As provided in 43 T.A.C. Section 2.1(b)(3), the
department's environmental review requirements do not apply to the Projects because the department is
funding the Projects solely with money held in a project subaccount created under Transportation Code,
Section 228.012. However, the local government shall ensure that the Projects comply with all
environmental review and public involvement requirements applicable to the Local Government under
state and federal law in connection with the Projects. The Local Government shall obtain the opinion of
legal counsel showing the Local Government's environmental review and public involvement for the
Projects to comply with state law and regulations, and with local laws, regulations, rules, policies, and
procedures applicable to the Local Government. The Local Government shall maintain a copy of the
certification in the Project files and a copy for the Project's Federal Aviation Administration Record of
Decision files.
Article 12. Compliance with Texas Accessibility Standards and ADA
The Local Government shall ensure that the plans for and the construction of the Projects is in
compliance with the Texas Accessibility Standards (TAS) issued by the Texas Department of Licensing
and Regulation, under the Architectural Barriers Act, Article 9102, Texas Civil Statutes. The TAS
establishes minimum accessibility requirements to be consistent with minimum accessibility
requirements of the Americans with Disabilities Act (P.L. 101-336).
Article 13. Work Outside the Project Site
The Local Government shall provide both the necessary right of way and any other property interests
needed for the Projects.
Article 14. Insurance
If this agreement authorizes the Local Government or its contractor to perform any work on State right of
way, before beginning work the entity performing the work shall provide the State with a fully executed
copy of the State's Form 1560 Certificate of Insurance verifying the existence of coverage in the
amounts and types specified on the Certificate of Insurance for all persons and entities working on State
right of way. This coverage shall be maintained until all work on the State right of way is complete. If
coverage is not maintained, all work on State right of way shall cease immediately, and the State may
recover damages and all costs of completing the work.
Article 15. Audit
Within 120 days of completion of the Project, the Local Government shall perform an audit of the costs
of the Projects. Any funds due to the State will be promptly paid by the Local Government.
SH 121 Subaccount AFA Page 4 of 9
CSJ #: 0918-46-250
District#: 18 — Dallas
Code Chart 64#: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
Article 16. Maintenance
The Local Government shall be responsible for maintenance of the Projects.
Article 17. Responsibilities of the Parties
a. The State and the Local Government agree that neither party is an agent, servant, or employee
of the other party and each party agrees it is responsible for its individual acts and deeds, as well
as the acts and deeds of its contractors, employees, representatives, and agents.
b. To the extent permitted by law, the Local Government agrees to indemnify and save harmless
the State, its agents and employees from all suits, actions or claims and from all liability and
damages resulting from any and all injuries or damages sustained by any person or property in
consequence of any neglect, error, or omission in the performance of the design, construction,
maintenance or operation of the Projects by the Local Government, its contractor(s),
subcontractor(s), agents and employees, and from any claims or amounts arising or recovered
under the "Workers' Compensation laws"; the Texas Tort Claims Act, Chapter 101, Texas Civil
Practice and Remedies Code; or any other applicable laws or regulations, all as from time to time
may be amended.
c. The Parties expressly agree that the Projects are not a joint venture or enterprise. However, if a
court should find that the Parties are engaged in a joint venture or enterprise, then the Local
Government, to the extent provided by law, agrees to pay any liability adjudicated against the
State for acts and deeds of the Local Government, its employees or agents during the
performance of the Projects.
d. To the extent provided by law, the Local Government shall also indemnify and save harmless the
State from any and all expense, including, but not limited to, attorney's fees which may be
incurred by the State in litigation or otherwise resisting said claim or liabilities which may be
imposed on the State as a result of such activities by the Local Government, its agents, or
employees.
Article 18. Notices
All notices to either party by the other required under this Agreement shall be delivered personally or
sent by certified or U.S. mail, postage prepaid or sent by electronic mail, (electronic notice being
permitted to the extent permitted by law but only after a separate written consent of the parties),
addressed to such party at the following addresses:
Local Government: State:
City of Fort Worth Texas Department of Transportation
Attention: Airport System Director Attention: District Engineer
Aviation Services 4777 East Highway 80
1000 Throckmorton
Fort Worth, Texas 76102 Mesquite, Texas 75150-6643
All notices shall be deemed given on the date so delivered or so deposited in the mail, unless otherwise
provided herein. Either party may change the above address by sending written notice of the change to
the other party. Either party may request in writing that such notices shall be delivered personally or by
certified U.S. mail and such request shall be honored and carried out by the other party.
SH 121 Subaccount AFA Page 5 of 9
CSJ #: 0918-46-250
District#: 18 — Dallas
Code Chart 64#: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
Article 19. Right of Access
If the Local Government is the owner or otherwise controls access to any part of site of the Projects, the
Local Government shall permit the State or its authorized representative access to the site to perform
any activities authorized in this Agreement.
Article 20. Project Documents
Upon completion or termination of this Agreement, all documents prepared by the State shall remain the
property of the State. All data prepared under this Agreement by the Local Government shall be made
available to the State without restriction or limitation on their further use. All documents produced or
approved or otherwise created by the Local Government shall be transmitted to the State in the form of
photocopy reproduction as required by the State. The originals shall remain the property of the Local
Government. At the request of the State, the Local Government shall submit any information required by
the State in the format directed by the State.
Article 21. Inspection of Books and Records
The Local Government shall keep a complete and accurate record to document the performance of the
work on the Projects and to expedite any audit that might be conducted. The Local Government shall
maintain records sufficient to document that funds provided under the Agreement were expended only
for eligible costs that were incurred in accordance with all applicable state and local laws, rules, policies,
and procedures, and in accordance with all applicable provisions of this Agreement. The Local
Government shall maintain all books, documents, papers, accounting records and other documentation
relating to costs incurred under this Agreement and shall make such materials available to the State for
review and inspection during the contract period and for four (4) years from the date of completion of
work defined under this Agreement or until any pending litigation or claims are resolved, whichever is
later. Additionally, the State shall have access to all governmental records that are directly applicable to
this Agreement for the purpose of making audits, examinations, excerpts, and transcriptions.
Article 22. NCTCOG
Acceptance of funds directly under the Agreement or indirectly through a subcontract under the
Agreement acts as acceptance of the authority of NCTCOG and RTC to assist the Local Government's
implementation of financial reporting and environmental review concerning the Project. The Local
Government shall provide to NCTCOG on a monthly basis a report of expenses, including the Local
Government's expenditure of local match funds. The report shall list separately the expenditures by
Project phase as shown in Attachment A, including but not limited to engineering, environmental review,
right of way acquisition, and construction. The report shall also describe interest earned on money
from the SH 121 Subaccount, including the interest rate, interest earned during the month, and
cumulative interest earned. The report shall further describe the status of developing the Project.
The Local Government shall submit the environmental review document anticipated in Article 11 hereof
to NCTCOG for review and comment. NCTCOG may provide the Local Government technical
assistance on the environmental review of the Project as mutually agreed between NCTCOG and the
Local Government.
Article 23. State Auditor
The state auditor may conduct an audit or investigation of any entity receiving funds from the State
SH 121 Subaccount AFA Page 6 of 9
CSJ #: 0918-46-250
District#: 18— Dallas
Code Chart 64#: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
directly under the Agreement or indirectly through a subcontract under the Agreement. Acceptance of
funds directly under the Agreement or indirectly through a subcontract under this Agreement acts as
acceptance of the authority of the state auditor, under the direction of the legislative audit committee, to
conduct an audit or investigation in connection with those funds. An entity that is the subject of an audit
or investigation must provide the state auditor with access to any information the state auditor considers
relevant to the investigation or audit.
Article 24. Amendments
By mutual written consent of the Parties, this contract may be amended prior to its expiration.
Article 25. Termination
The Agreement may be terminated in the following manner:
• by mutual written agreement and consent of both parties;
• by either party upon the failure of the other party to fulfill the obligations set forth herein, after
a 45 day period to cure after receiving written notice of non-compliance;
• by the State if the construction contract for the Project is not let within two years after the
State first provides 121 Funds for construction as shown in Attachment A, Payment Provision and Work
Responsibilities;
• by the State if the Local Government does not complete the Projects within ten years after the
effective date of the Agreement;
Article 26. Work by Debarred Person
The Local Government shall not contract with any person that is suspended, debarred, proposed for
debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal agency
or that is debarred or suspended by the State.
Article 27. Sole Agreement
The Agreement constitutes the sole and only agreement between the parties and supersedes any prior
understandings or written or oral agreements respecting the Agreement's subject matter.
Article 28. Successors and Assigns
The State and the Local Government each binds itself, its successors, executors, assigns, and
administrators to the other party to this agreement and to the successors, executors, assigns, and
administrators of such other party in respect to all covenants of this agreement. The Local Government
may assign its interests under the Agreement only with the written approval of the State.
Article 29. Remedies
The Agreement shall not be considered as specifying an exclusive remedy for a breach of the
Agreement. All remedies existing at law or in equity are available to either Party and are cumulative.
Article 30. Legal Construction
If a provision of the Agreement shall be held invalid, illegal or unenforceable, such invalidity, illegality or
unenforceability shall not affect any other provision, and the Agreement shall be construed as if it did not
contain the invalid, illegal or unenforceable provision.
SH 121 Subaccount AFA Page 7 of 9
CSJ #: 0918-46-250
District#: 18— Dallas
Code Chart 64#: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
Article 31. Signatory Warranty
The signatories to this agreement warrant that each has the authority to enter into this agreement on
behalf of the party they represent.
IN WITNESS WHEREOF, THE STATE AND THE LOCAL GOVERNMENT have executed
duplicate counterparts to effectuate this Agreement.
THE LOCAL GOVERNMENT— FORT WORTH THE STATE OF TEXAS
Approved as to Form and Legality: Executed for the Executive Director and approved
for the Texas Transportation Commission for the
purpose and effect of activating and/or carrying out
By: �'' �X� the orders, established policies or work programs
ssista eat heretofore approved and authorized by the
Texas Transportation Commission.
By.
T.M. Higgins B
a�
Assistant City Manager Janice Mullenix
Director, Contract Services Section
Date: General Services Division
Date:
Attested by:
VN\
Marty kiendrix. Secretary
it"'Qi1GRED
OFFICIAL RECORD
CITY S:ECRETA,RV
I=d'.Ir"V'OR7I-I,TX
SH 121 Subaccount AFA Page 8 of 9
CSJ #: 0918-46-250
District#: 18— Dallas
Code Chart 64#: 15000
Project: Multimodal Transportation Improvements
Location: BNSF Railway Track/ FM 156/West of FM 156
Funding Category: SH 121 Subaccount
ATTACHMENT A
Payment Provision and Work Responsibilities
The State will pay $80,000,000.00 from the SH 121 Subaccount to the Local Government for
Multimodal Transportation Improvements - the relocation of the BNSF Railway track in order to
relocate FM 156 to West of the current FM 156, in the City of Fort Worth.
The SH 121 Subaccount funds shall be used for Project's program management, preliminary
engineering, design, right of way acquisition, utility relocation, construction, construction
management and material testing services.
In accordance with the allocation of funds approved by the RTC, and concurred with by the
Texas Transportation Commission, the State will make the payments for the following work in
the following Fiscal Years:
ALLOCATION OF SH 121 SUBACCOUNT FUNDS
Fiscal
Year Description Amount
2009 Program Management $80,000,000.00
Preliminary Engineering
Design
Right of Way Acquisition
Utility Relocation
Construction
Construction Management
Material Testing
The Local Government shall pay a required local match of$20,000,000:00
Upon completion of the Project, the Local Government will issue a signed "Notification of
Completion" document to the State. The notice shall certify that the Project has been
completed, all necessary inspections have been conducted, and the Project is open to traffic.
SH 121 Subaccount AFA Page 9 of 9