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HomeMy WebLinkAboutContract 18454 CITY SECRET Y CO TRACT NO. THIS AGREEMENT is made and enter, dnto effective as of D 1991 (the "Effective Date" ) , by and between the City of Fort Worth (the "City" ) and the Fort Worth Zoological Association, a Texas nonprofit corporation (the "Zoo Association" ) : W I T N E S S E T H WHEREAS, the City of Fort Worth is a municipal corporation existing under the Constitution and laws of the State of Texas and by home rule Charter; and WHEREAS, the Charter of the City of Fort Worth vests all powers of city government in its City Council; and WHEREAS, it is the responsibility and duty of the City Council, the City Manager, and the Park and Recreation Director of the City of Fort Worth to establish and maintain all of the public parks and recreation areas of the City of Fort Worth for the use and benefit of the citizens of said City; and WHEREAS, funds derived from the use and operation of the public parks and recreation areas of the City of Fort Worth are ' for the benefit of the public; and WHEREAS, the City of Fort Worth owns a tract of land for the benefit of the public which is known as Forest Park ( "Forest Park" ) ; and WHEREAS, the City of Fort Worth has dedicated certain por- tions of Forest Park to be used for the development--of the Fort . OFFICIAL RECORD CITY SECRETARY FT. WORTH, TEX. Worth Zoo (the "Zoo,, ) , the boundary of which has been approved by the City Council and is specifically defined in Exhibit "A" , a copy of which is attached hereto and incorporated herein by reference; and WHEREAS, the City of Fort Worth desires to maintain its ownership of Forest Park, yet reduce its present and future finan- cial responsibilities at the Zoo for the benefit of the taxpayers of the City of Fort Worth; and WHEREAS, the City of Fort Worth seeks to ensure the con- tinued safe operation of the Zoo for Zoo patrons , animals and the Zoo ' s employees while limiting the financial burdens on the City's taxpayers; and WHEREAS, the City of Fort Worth desires to provide for the continued proper health and care of the animals at the Zoo and maintain the Zoo's accreditation with the American Association of Zoological Parks ( "AAZPA" ) ; and WHEREAS, the Zoo Association is a nonprofit corporation of the State of Texas which was organized in 1939 as a citizen sup- port group whose mission has been to assist the Zoo in opera- . tional, educational and developmental growth for the benefit of all Fort Worth citizens; and WHEREAS , the Zoo Association is governed by a Board of Directors made up of volunteer citizens interested in the Zoo and I its programs who are elected annually by the Zoo Association; and WHEREAS, the Zoo Association holds the animals acquired by i the Zoo Association in trust for the benefit of the public; and HORD CITY SECRETARY 2 FT. WOR,THg TEX. WHEREAS, the Zoo Association has a 51-year history of con- tributing to the Zoo significant. financial and other benefits relating to the management and operation of the Zoo, including the acquisition of animals and specimens , the education of children and families, the construction of permanent exhibits and other public improvements, the management of concession opera- tions and employees, the collection of gate receipts and the management of gate employees, the payment of various operating expenses not otherwise covered by the City budget, and the contri- bution of other significant services, benefits and support to the Zoo; and WHEREAS , the City of Fort Worth desires that the Zoo Association expand its current commitment to the Zoo to include I additional financial and management responsibilities which will benefit the Zoo i , the City and all Fort Worth taxpayers, and WHEREAS, the Zoo Association is uniquely and solely quali- fied to provide such additional financial and management respon- sibilities, given its 51-year history of involvement with and support of the Zoo, its demonstrated knowledge of Zoo operations, its acquisition and ownership of the animal collection for the benefit of the citizens of Fort Worth. and its current and past operation of the food and gift facilities , its demonstrated I success at raising funds for the improvement, construction and maintenance of Zoo facilities , its development, management and promotion of the Zoo's educational programs (including sponsoring scholarships) , and its demonstrated success in the funding, organ- �'dfsittit bl� fr r, i, r= ization and execution of community outreach progra Free Day programs) which serve all areas of Fort Wo a: d "duVYE FT. Wc, a WHEREAS, the Zoo Association is willing to provide such addi- tional financial and management responsibilities without compensa- tion by agreeing that all revenues from the operation of the Zoo, including, without limitation, admission and parking fees and the proceeds of retail and educational operations, be used solely for the benefit of the Zoo and its programs; and WHEREAS , the City of Fort Worth desires , and the Zoo Association is committed, to expend funds to improve the Fort Worth Zoo pursuant to the previously adopted plan referred to herein and within the boundary defined in Exhibit "A" for the proper health and care of the Zoo 's animal collection and for the education and enjoyment of all citizens of Fort Worth; and WHEREAS, both parties desire to enter into a contract to effectuate the above-stated purposes, NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS: For and in consideration of the premises and the mutual cove- nants herein contained, the City of Fort Worth and the Fort Worth Zoological Association do hereby agree as follows : i ARTICLE I . TERM 1. 01 The Term. The term of this Agreement shall commence on the Effective Date and shall expire at midnight on , 2`�il , �-, subject to earlier termination as herein- after provided (the "Term" ) . The Term may be renewed for succes- sive ten-year periods by the mutual written agreement of the. parties . OFINCIAL RECORD I i CI Y SECRETARY FT. WORTH, TEX. 4 ARTICLE II . OWNERSHIP OF THE ZOO 2 . 01 Ownership. Title to all public lands, improvements and property currently owned by the City of Fort Worth in Forest Park, and any improvements constructed at the Zoo during the Term, shall remain vested or shall be vested in the City of Fort Worth. 2 .02 Equipment and Other Property. The City will permit the Zoo Association to use all City property currently used on the Zoo premises or assigned to the Zoo to enable the Zoo Association to fulfill its commitments hereunder for the benefit of the Zoo and the visiting public . ARTICLE III . MANAGEMENT OBLIGATIONS AND RESPONSIBILITIES OF THE ZOO ASSOCIATION 3 . 01 Service Operations . During the Term, the Zoo j Association shall have the sole right and obligation to fund and manage all Service Operations at the Zoo. Service Operations to be funded and managed by the Zoo Association shall include, but are not necessarily limited to, the following: souvenirs, conces- sions, restaurants, facilities , food, beverages , gifts , promo- tions , marketing, leasing, catering, rentals , and strollers (collectively, the "Service Operations" ) . The Zoo Association shall obtain, when necessary, and keep in effect, at its own cost and expense, all licenses and permits necessary for the Service Operations as well as state licenses and permits necessary for the sale of alcoholic beverages ___H aw,. a [Ap � 1111 ll Yi�.E9aa�� UUVi i1 5 u�ru��fmjn, TaJ ever, the Zoo Association shall not apply for said permits neces- sary for the sale of alcoholic beverages without prior approval of the Fort Worth City Council. All gross receipts the Zoo Association derives from the Service Operations at the Zoo shall be used solely for the benefit of the Fort Worth Zoo and its pro- grams . 3 . 02 Education. During the Term, the Zoo Association shall have the obligation to fund and manage educational programs in the Fort Worth Zoo at a level no less than it currently provides for the purpose of stimulating awareness and appreciation of con- servation and wildlife issues , and shall provide educational services to schools, adult and senior citizen groups, and other interested parties visiting the Zoo. The Zoo Association will continue offering scholarships and special assistance to various disadvantaged children and families interested in the Zoo's educa- tional programs . Revenue , if any, derived by the Zoo Association from the operation of the educational facilities at the Zoo shall be used solely for the benefit of the Fort Worth Zoo and its programs . 3 . 03 Personnel and Benefits . Like the City, the Zoo Association is and will be dedicated to the hiring and promotion of the most qualified individuals without regard to their race, religion, color, sex, national origin, age or disability. The Zoo Association will encourage applications from minority appli- cants . The Zoo Association's equal opportunity policy will apply to such areas as the recruitment and hiring of qualified appli- cants, job assignments, pay levels, promotions/demq,',fll M sIRIAIPB 6,6 4 -.J) transfers, job training, discipline, layoff, and disc #Oo-�,sl 6 VYL 'ICII1PRRsIItRT[hi, TEL Within the due diligence period specified in Section 8 . 11 hereof, the Zoo Association will designate positions to be paid by the City as City employees pursuant to Section 5 .01. The persons who occupy such City positions shall be City employees . All other positions at the Zoo will be paid by the Zoo Association and the persons who occupy such positions shall be Zoo Association employees . The Zoo Association shall create and fill such number of additional positions as it determines neces- sary in the performance of the Zoo Association's obligations under this Agreement. At least 60 days prior to the beginning of each City fiscal year, the Zoo Association will inform the City of the number of City positions to be paid by the City pursuant to Section 5 . 01 and the salary to be paid the person who will occupy such posi- tion. As vacancies occur in City positions, the Zoo Association shall be entitled to fill such positions with persons who will become City employees in accordance with the procedures specified herein. In addition, the Zoo Association shall be entitled to designate new City positions to be paid by the City pursuant to Section 5 . 01 and to specify the salary .to be paid the person who will occupy such position. As part of its management responsibilities , the Zoo Association exclusively will have all the rights of a manager, including but not limited to the right to supervise, hire, discharge, transfer, may off, resolve disputes in accordance with appropriate procedures, assign work, and assess per 6fffaM-CS--af­--­* all City or Zoo Association employees working at the ZoD 7 F-Y, IVN�l"I'll 11"OP I, TOAL The City shall be responsible for all wages, insurance bene- fits, workers , compensation premiums (or qualified self-insurance alternative ) , vacation leave , sick leave , group insurance premiums , pension or retirement benefits , other benefits , or other obligations or liabilities owed to City employees . The City is not responsible for wages, insurance benefits, workers , compensation premiums (or qualified self-insurance alternative) , vacation leave, sick leave, group insurance premiums, pension or retirement benefits , other benefits , or other obligations or liabilities owed to Zoo Association employees . The Zoo Association shall be responsible for all wages , insurance benefits , workers ' compensation premiums (or qualified self- insurance alternative) , vacation leave, sick leave, group insurance premiums, pension or retirement benefits and other benefits , or other obligations or liabilities owed to Zoo Association employees . The Zoo Association is not responsible for wages, insurance benefits, workers ' compensation premiums (or qualified self-insurance alternative) , vacation leave, sick leave, group insurance premiums, pension or retirement benefits and other benefits, or other obligations or liabilities owed to it City employees . On the Effective Date, the City and the Zoo Association will inform all Zoo employees (both City and Zoo Association) , that, effective immediately, they shall be under the direct management of the Zoo Association. All City employees working at the Zoo shall be under the direct management of the Zoo Association and may be hired, discharged, promoted or demoted b Zop pE JJ P.)U 'N'E 8 IFT, IVUVI_11.,��,,'�'-JIH, DIDIC Association the same as if the Zoo Association were the manager of a City department. Such matters affecting the management of City employees, including without limitation the hiring, job assignments , evaluations , promotions/demotions , discipline, layoff, dispute resolution, and discharge of same, shall be in accordance with the City of Fort Worth Personnel Rules and Regulations in effect at that time. The Zoo Association and the City will maintain accurate records on their respective employees and upon reasonable request will provide such information to the other party. 3 .04 Insurance. The Zoo Association and the City shall maintain separate statutory workers ' compensation insurance (or qualified alternative self-insurance program) and employer's liability insurance with coverage of not less than $500,000 per occurrence at their respective cost. The Workers ' Compensation Policy insuring the Zoo Association employees shall be endorsed li to waive all rights of subrogation in favor of the City. The g Y Workers ' Compensation Policy or qualified self-insurance program that insures the City employees shall be endorsed to waive all rights of subrogation in favor of the Zoo Association, its l directors and officers. Each art will supply the other with a P Y PP Y verification of this waiver annually at renewal or on the anniver- sary date of this Agreement. In addition, the Zoo Association shall maintain a Commercial General Liability Policy with limits not less than $500,000 per occurrence during the term of this Agreement. Said policy shall include the City as an additional insured with respect to the a C6`i1-TARY � H. V g11R�N , TEe acts of City and Zoo Association employees while in the course and scope of their employment at the Zoo. Any automobile or vehicle supplied by the City subject to this Agreement (a list to be provided by the City) shall be covered by automobile liability insurance provided by the Zoo Association with limits of not less than $500,000 . Said policy shall include the City as an addi- tional insured . The Zoo Association will also purchase a $2 , 000 , 000 umbrella liability policy naming the City as an additional insured to provide excess coverage above the primary policies mentioned in this paragraph. The Zoo Association shall furnish the City a Certificate of Insurance verifying such coverage with a confirmation that such policy shall not be subject to cancellation except upon thirty ( 30 ) days ' prior written notice to the City. The City may, at its option, also require the Zoo Association to submit a copy of the policy or policies of insurance in effect as well as proof of payment of premiums . All policies, where applicable, shall be on an occur- rence basis rather than a claims made basis . The Zoo Association shall further provide liquor liability insurance with coverage limits of not less than $500,000 adding the City as an additional insured with respect to this exposure. The Zoo Association and the City also will insure their respective real and personal property at the Zoo from physical damage or destruction on an all-risk basis through a traditional insurance format or through a self-insurance format. Each party is solely responsible for the insurance of its own property. Any policy of insurance covering the respective owner party(�thg13Z.._., . MRS rpi, �,r vV` HCARY ' 10 X the Zoo Association or the City) will be endorsed to waive all rights of subrogation that the owner-party or its insurance company possesses in favor of the other party. Should the owner party choose to self insure its property, or with respect to any deductible to the owner party's traditional insurance policy, any losses to the related personal property shall be at the sole risk of the owner party. To the extent covered by insurance, the Zoo Association and the City hereby mutually waive and release any claims for damages or losses that one may have against the other with respect to any of their real and personal property at the Zoo. In the performance of this Agreement, the Zoo Association covenants and agrees to indemnify, hold harmless and defend the City of Fort Worth from and against any and all claims or suits for property damage or loss and/or personal injury, including death, to any and all persons, of whatsoever kind or character, whether real or asserted, arising out of or in connection with the acts or omissions of the Zoo Association, its officers, agents, employees , contractors , subcontractors or those City employees at the Zoo who are under the supervision, management, direction or control of the Zoo Association as such employees are defined in this Agreement; provided, however, that the foregoing indemnity shall not relieve the City from any of its obligations, claims or liabilities arising from the acts or omissions of any City employees not under the supervision, management, direction or control of the Zoo Association or relieve the City from its obligations under Section 3 . 03 . P, f RECORD 1,:11 I�F-111 4R elE.TARY FE"Tc TEX. 3 .05 Construction. The Zoo Association has the right and obligation to manage the construction of all Improvements built after the Effective Date at the Zoo (-the "Improvements" ) . No such Improvements shall be constructed unless and until the plans and specifications for same have been reviewed and approved in writing by the City Engineer, when required by law. All such plans and specifications, and the Improvements constructed in connection therewith, must conform to all local, state and federal codes, laws, and regulations now in force or hereinafter prescribed by authority of law. In addition, no exhibits shall be constructed after the Effective Date unless and until the type and location of such exhibit is first approved by the City Council, and the Zoo Association has provided documentation, subject to the satisfaction of the City Manager, that the Zoo Association has available sufficient funds to assure the comple- tion of the proposed exhibit. By giving 30 days , prior written notice to the City, the Zoo Association shall have the right and obligation to manage the modification and/or relocation of any facilities, walkways, passageways or other structures existing as of the Effective Date at the Zoo within the current boundary of the Zoo. All Improvements, modifications and/or relocations made at the Zoo shall be made solely for the enhancement and benefit of the Zoo. Title to the Improvements shall be retained by the Zoo Association during construction, but such title shall vest in the City upon completion of each project. The Zoo Association shall omromwj 12 0g, take all steps necessary to vest title to the Improvements in the City, including but not limited to the delivery of an instrument of donation to the City. The Zoo Association also agrees that it will take all steps necessary to prevent any lien being placed against the Improvements and agrees to indemnify the City and hold the City harmless from any and all such liens and for non-payment of con- tractors , subcontractors, laborers or materials furnished in connection with such Improvements, including costs and expenses incurred by the City in any dispute concerning a lien against said Improvements or the non-payment for same . The Zoo Association agrees that at any time it undertakes to manage the construction of any Improvements, it shall, at its own cost and expense, cause to be made and executed by the construction con- tractor two separate bonds, in accordance with Article 5160 of the Revised Civil Statutes of Texas as follow: ( 1) Prior to the date of commencement of construction, the contractor shall furnish a contract surety bond in a sum equal to the full amount of the construction con- tract awarded. Said bond shall guarantee the faithful performance of necessary construction and completion of improvements in accordance with approved final plans and detailed specifications, and shall guarantee the Zoo Association against any losses and liability, li damages, expenses , claims and judgments caused by or resulting from any failure of the contractor to perform completely the work described as herein provided. (2) Prior to the date of commencement of construction, a payment bond in a sum equal to the full amount of the construction contract awarded . Said bond shall guarantee payment by the contractor of all wages for labor and services engaged and of all bills for materials, supplies and equipment used in the construc- tion of said Improvements . I RECORD C. Af SOCMETARY 13 FT, 11NORT[pi, TEX. 3 . 06 Zoo Plan. The City and the Zoo Association hereby reaffirm their commitment to and approval of the plan for Zoo development detailed in the Forest Park Plan, approved by the City Council on November 10, 1987, and, subject to the terms and conditions found in Section 3 . 05 herein, the City approves the construction of any Improvements at the Zoo shown in such Plan. A conceptual map of the Forest Park Master Plan with the Zoo boundary outlined thereon is attached hereto as Exhibit "B" and incorporated herein by reference. 3 . 07 Maintenance of Zoo Structures . The Zoo Association covenants and agrees to provide maintenance against normal wear and tear occurring after the Effective Date for all exhibits and structures utilized at the Zoo. The Zoo Association also agrees to provide a maintenance endowment equal to five percent (5%) of the required construction costs for any exhibit constructed at the Zoo after the Effective Date, to be held in escrow for the benefit of the particular exhibit so endowed for as long as the exhibit exists . All existing maintenance endowments heretofore established shall remain in effect for as long as the exhibit exists . 3 .08 Animals . The Zoo Association agrees to meet and ful- 1 fill all of the rules and regulations of the American Association of Zoological Parks pertaining to animal health and safety and to maintain the Zoo ' s accreditation with the AAZPA. The Zoo Association also shall continue funding and managing the pur- chases and acquisitions of animals for the Zoo . The Zoo Association holds title to the animals acquired by the Zoo REDO' 14 t 21\. Association in trust for the benefit of the public . Subject to the provisions of Section 7 . 02 of this Agreement, said animals will be fed, maintained, housed and exhibited at the expense and under the sole management of the Zoo Association. 3 . 09 Audit. The Zoo Association shall keep complete and accurate records, books and accounts of all receipts and disburse- ments from its operations at the Fort Worth Zoo, and the City shall have the right to examine and audit said records, books and accounts at any reasonable time. The Zoo Association shall fur- nish to the City a yearly audit of its books, prepared by a cer- tified public accountant, of gross receipts derived from the Zoo Association's operations at the Fort Worth Zoo and all expendi- tures made from such gross receipts, such report to be furnished within one hundred twenty ( 120) days after the end of the fiscal year of the Zoo Association. 3 . 10 Si na e. The Zoo Association shall q q 11 install appropriate signage in and around the Fort Worth Zoo. Any signs so installed must be constructed and installed in compliance with the ordi- nances, rules and regulations of the City of Fort Worth. 3 . 11 Marketing and Advertising. As set forth in Section 3 . 01, the Zoo Association shall have the sole responsi- bility for management of and the expenses incurred in the i advertising, marketing, merchandising and promotion of the Fort Worth Zoo. The City agrees that it will not enter into any other advertising contracts affecting the Zoo; however, the City shall continue to use its best efforts to promote the Fort Worth Zoo. �I 90 FY�J �" a .� E T A 6 15 F" a V`VIORTH9 TEX. 3 . 12 Janitorial and Groundske e p i n g S e r v i c e s . The Z o o Association shall manage all janitorial and ' groundskeeping services at the Fort Worth Zoo. The Zoo Association shall be obligated to maintain the Zoo in a clean, neat and attractive condition in a manner consistent with the requirements of AAZPA and for the use and enjoyment of the public . 3 . 13 Security. The Zoo Association shall manage security operations at the Zoo and shall be obligated to provide reason- able security for the animals, employees, visitors, equipment and structures within the Zoo boundaries . 3 . 14 Performance as an Independent Contractor. It is expressly understood and agreed that the Zoo Association shall perform its obligations and responsibilities hereunder as an inde- pendent contractor and not as an officer, agent, representative or employee of the City; that the Zoo Association shall have exclusive control of and the exclusive right to control the details of its obligations and responsibilities and all persons performing same; that the Zoo Association shall be solely respon- sible for the acts or omissions of its officers , agents , employees or other persons under its supervision, management and control; that the doctrine of respondeat superior shall not apply as between the City and the Zoo Association; and that nothing i herein shall be construed as creating a partnership or joint enterprise between the City and the Zoo Association. 3 . 15 . Performance. Subject to the faithful performance of the provisions of this Agreement, the Zoo Association shall have the sole discretion to determine the method in which it performs its obligations and responsibilities herein. tit't ,, �, B� �i1iJ 3 . 16 . Public Zoo. The Zoo Association agrees that at all times during the Term of this Agreement, it will operate the Zoo as a public zoo and public park for the use, benefit and enjoy- ment of the citizens of Fort Worth. No exhibit may be closed to or discontinued from public view for more than one ( 1) month without prior City Council approval . The Zoo Association agrees that with respect to admission of the public and the charges therefor, it will not discriminate as to race, religion, color, sex, national origin, age or disability. 3 . 17 . Minority and Women Business Enterprise Commitment. it is the policy of the City of Fort Worth to involve disadvantaged business enterprises (DBEs ) in all phases of its procurement practices and to provide them an equal opportunity to compete for contracts for construction, provision of professional services, purchase of equipment and supplies and provision of other ser- vices required by the City. Therefore, the Fort Worth Zoological Association agrees to incorporate City Council Policy No. 148, dated March 13, 1990, and all amendments or successor policies thereto, into all contracts of the Association and will further require all persons or entities with whom it contracts to comply with said Policy. A true and correct copy of City Council Policy No. 148 is attached hereto as Exhibit "C" . ARTICLE IV. ADMISSION CHARGES 4 .01 Management. The Zoo Association shall be responsible for managing the collection of admission and parking fees at the Fort Worth Zoo and its associated parking. The Zoo Ass _ation L RECORD tM[CR f-_'711 A R Y 17 will keep accurate records of the monies received from these charges and will provide such records, upon reasonable request, to the City. All admission and parking fees shall be managed and administered by the Zoo Association and used solely for the benefit of the Fort Worth Zoo and its programs, 4 .02 Price of Admission Tickets for Fort Worth Residents . The Zoo Association hereby agrees that any increase in the prices of admission tickets over those prices charged (as of the Effective Date) to Fort Worth residents shall not exceed the sum of an annual C.P. I . adjustment and the following: a) $2 over the first five ( 5) years of the Term; b) a total of $4 over the first ten ( 10) years of the Term; c) A total of $6 over the entire twenty (20) years of the Term. 4 . 03 Price of Admission Tickets for Non-Fort Worth Residents . The price for admission tickets for non-Fort Worth residents shall be set by the Zoo Association but shall never be lower than the amount charged to Fort Worth residents . 4 . 04 Parking Fees . The Zoo Association shall be obligated to charge parking fees as prescribed hereinbelow. Revenues derived from parking fees, after reimbursement to the Association for its costs incurred in managing the entry parking lot shown on Exhibit I'D" attached hereto, shall be returned to the City to the extent of the City's actual costs of constructing the parking facility described in Article VI below. All revenues, if any, derived from parking fees after repayment of such costs shall be managed and administered by the Zoo Association and used solely for the benefit of the Zoo and its programs . Parking fees 18 mg charged at the Zoo shall be One Dollar ( $1 . 00 ) per vehicle and shall be charged only at the entry parking lot. Such charges shall be only on weekends during the months of June, July and August, on holidays and on days of specially designated Zoo events . Such requirement to charge the parking fees prescribed herein shall cease at such time as the City is fully reimbursed for its construction costs associated with the parking facility described in Article VI below. ARTICLE V. STAFFING OF CITY EMPLOYEES AT THE ZOO 5 . 01 City Personnel. The City and the Zoo Association recognize and acknowledge that the Zoo, which is owned by the City, is and shall be maintained and managed solely for the benefit and pleasure of the citizens of Fort Worth and the general public . To this extent, the City, in an effort to fulfill its continuing commitment to its citizens to provide a quality Zoo and to assure the Zoo's compliance with the accredita- tion standards of the American Association of Zoological Parks, shall continue to staff the Zoo with City employees and to pay i salaries and benefits of City positions at the Zoo as designated by the Zoo Association pursuant to Section 3 . 03 . The City shall appropriate annually the following amounts to pay the salaries and benefits specifically described in Section 3 . 03 hereof to p y City employees who work at the Zoos 1990-1991 $1,500,000* 1991-1992 $1,800,000 1992-1993 _ $2, 100,000 1993-1994 $2,400,000 *Prorated for the period from the Effective Date through th-e--an-,", of the 1990-91 fiscal year. �GtS5B R�i A211 tlY it r� l+i 19 4� 9 49�..L�S� iETARY 4�0 lit! 7 u r s L n o _. To address increasing costs of providing adequate salaries and benefits for City employees at the Zoo, for each year during the Term following 1993-94, the City's annual appropriation to pay salaries and benefits to City employees working at the Zoo shall remain constant at $2,400,000 with a yearly C.P. I . adjustment. The term "C.P. I . " as referenced throughout this Agreement shall mean the Consumer Price Index issued by the Bureau of Labor Statistics Covering "All Urban Consumers " for the Dallas/Fort Worth, Texas Region (or if this index ceases to be published, then a comparable index) . ARTICLE VI . I 6 . 01 Parkincr. The City agrees that during the due dili- gence period provided for in Paragraph 8 . 11 herein, the City i shall cause a comprehensive parking study to be performed by the Park and Recreation Advisory Board to determine the appropriate method to provide additional parking spaces in Forest Park to provide parking to accommodate Zoo patrons and other Forest Park users . The parking as shown on Exhibit "D" attached hereto shall be submitted as one of the parking solutions . ARTICLE VII . TERMINATION RIGHTS 7 . 01 Termination. Either the City or the Zoo Association shall have the right to terminate this Agreement at any time upon delivery of twelve ( 12) months ' prior written notice to the other party. In the event the City fails to appropriate the necessary funds scheduled in Section 5 . 01 of this Agreement and the Zoo Association determines to exercise its right to terminate this- 20 {T. Agreement as set forth in the immediately preceding sentence, the Zoo Association shall specify in such notice that the reason for such termination is because of the City's failure to appropriate said funds. In the event of termination of this Agreement by either party, the Zoo Association shall ensure the completion, at its cost, any Improvements then under construction, such completion to be within the time prescribed in the contract for construc- tion, together with such additional reasonable time as provided to the contractor by written change order. In the event of termination of this Agreement by the City, or in the event of termination of this Agreement by the Zoo Association because of the City's failure to appropriate the funds scheduled in Section 5 . 01 hereof, the City agrees to assume, to the extent permitted by law, any obligations, con- tracts or commitments incurred or entered into by the Zoo Association during the term of this Agreement, but such assump- tion shall never include the costs of constructing Zoo Improvements initiated or contracted by the Zoo Association. To the extent the City is lawfully unable to assume any obligations, contracts or commitments of the Zoo Association existing on the effective date of termination, then, notwithstanding such termina- tion, this Agreement shall continue in full force and effect for such period as is necessary to enable the Zoo Association to honor, fulfill and extinguish such obligations , contracts or commitments which exist on the effective date of the notice of such termination. 21 it V`i!l 31�`R,]f i TrI The City and the Zoo Association further agree that during the term of this Agreement, City Secretary Contract No. 16138, as amended, will remain in effect subject to the exercise of the renewal provisions contained therein. During such term, City Secretary Contract No. 16138, as amended, will not be subject to the enforcement by either party, but rather will be held in abeyance by both parties for so long as this Agreement is in effect. In the event of termination of this Agreement, for any reason, or in the event the performance of this Agreement is suspended, for any reason, the City and the Zoo Association agree that they will resume their respective performance of city Secretary Contract No. 16138, as amended, including the active enforcement of their respective rights, obligations and duties expressed therein. 7 .02 Effect of Termination. In the event of termination as set forth in this Article, all cash on hand being managed by the Zoo Association, derived either from Service Operations at the Zoo or from the collecting of admissions and parking fees at the Zoo, save and except those required to pay existing obligations, shall be transferred to the City to be used for the benefit of the Fort Worth Zoo only. Insofar as permitted by law or contract, in the event of the termination of this Agreement, title to all animals and specimens owned by the Zoo Association shall be vested in the City to the extent the Zoo Association has title to same. In the event of such termination, the City agrees to care for the animals at the Zoo and to fulfill all of the rules and regulations of AAZPA per- 22 [TAR Y f " j Fail taining to animal health and safety for the animals and specimens at the Zoo and other attendant rules and regulations . 7 . 03 Remedies Cumulative . The termination of -this Agreement under the provisions of this Article VII shall not affect the rights of the terminating party with respect to any breach of this Agreement, nor shall it affect the rights of either party with respect to liability or claims accrued, or arising out of events occurring, prior to the date of termina- tion. Neither the right of termination nor the right to sue for damages nor any other right or remedy available to either party hereunder shall be exclusive of any other right or remedy given hereunder or now or hereafter existing at law or in equity. ARTICLE VIII . GENERAL PROVISIONS 8. 01 Notice. Any notice or communication required or per- . i mitted hereunder shall be by first class mail, postage prepaid, or hand delivered, as follows : If to the City: City of Fort Worth c/o City Manager City Hall 1000 Throckmorton Street Fort Worth, Texas 76102 If to the Zoo Association: The Fort Worth Zoological Association c/o Zoo Director 2727 Zoological Park Drive Fort Worth, Texas 76110 (or at such other address or in care of such other persons as hereafter shall be designated in writing by either party to the other) and shall be deemed to have been given as of the--daNN-e� 1 ' E , receipt. � ti �q « gX31�u 23 8 .02 Consent to Assign. Neither party may assign all or any portion of this Agreement without the prior written consent of the other party, and any attempted assignment of same without such prior written consent shall be void. 8.03 Successors and Assi ns . All covenants, conditions and agreements made by or on behalf of either of the parties to this Agreement shall bind and inure to the benefit of the respective successors, representatives and assigns of each party. 8. 04 Maintenance of Utilities . The City covenants and agrees to provide, at its cost, normal and routine maintenance and repair to all Basic Utilities affecting the Fort Worth Zoo. "Basic Utilities" at the Zoo shall include, but are not neces- sarily limited to sewage, water, gas and electricity. The City further agrees to relocate or alter the Basic Utilities to t d accom- moae any construction or modifications Ii at the Zoo. i The City shall promptly repair, at its cost, all Basic Utilities affecting the Zoo in the event of any malfunction or interruption in service not caused by the Zoo Association. 8. 05 Entire Agreement. With respect to the subject matter hereof, this writing, including the Exhibits hereto, embodies the entire agreement and understanding between the City and the Zoo Association and supersedes all prior agreements and under- standings relating to such subject matter, save and except City Secretary Contract No. 16138, and any amendments thereto, which contract and amendments shall remain in effect pursuant to the conditions of Section 7 .01 hereof . All other previous agree- ments, save and except City Secretary Contract No. 16138, as a F 'Uhi RY 24 SIX. amended, whether oral or in writing, between said parties per- taining to this subject matter are hereby terminated and can- celled and declared to be of no further force and effect. No prior or contemporaneous written or oral agreements of any nature exist to alter or modify the terms of this Agreement. 8.06 Bond Elections . Except as otherwise prohibited by applicable federal , state and local laws , nothing in this Agreement shall prohibit the City of Fort Worth or the Zoo Association from seeking financing for the construction of Improvements at the Fort Worth Zoo through City of Fort Worth bond financing. No provision in this Agreement shall render the Zoo Association's right to seek such financing invalid or unen- forceable. 8. 07 Contractina. The Zoo Association, at its sole discre- tion, shall manage the hiring, letting, contracting or fran- chising of any of the work necessary to fulfill any of its obligations or responsibilities under this Agreement. All such contracts paid for with revenues from operations at the Zoo must be in conformity with the terms and conditions of this Agreement and all other laws, rules, regulations and policies of the City l of Fort Worth. I 8 . 08 Severability. Any Article, section, part of a section or provision of any section of this Agreement held to be void, invalid, unenforceable, or illegal in any jurisdiction shall be ineffective to the extent that such invalidity or unenforcea- bility invalidates or renders unenforceable the remaining Articles, sections and provisions of the Agreement wiY , i M/ A remain in full force and effect. To the extent pe i 'ed1� ` �, 25 any determination of invalidity or unenforceability in any juris- diction shall not invalidate or render unenforceable such provi- sion in any other jurisdiction. 8 . 09 Amendments . Except as otherwise provided in this Agreement, the terms and provisions of this Agreement may not be modified or amended except upon the written consent of both the City and the Zoo Association. 8. 10 Headings , The headings of the Articles, sections, and provisions of this Agreement have been added for convenience only and shall not be deemed to be a part of this Agreement. 8 . 11 Due Diligence. Notwithstanding any provision herewith to the contrary, all of the obligations of the Zoo Association hereunder are conditioned upon and subject to the Zoo Association' s satisfaction, at its sole discretion, with the results of a due diligence review and physical inspection of the Zoo. Such due diligence review must be completed within- one hundred twenty ( 120) days of the date that the City executes this Agreement. 8 . 12 Fiscal Funding. As to the City's performance of the obligations in this Agreement, the Zoo Association acknowledges and agrees that the City is a governmental entity, and because of statutory, constitutional and City Charter provisions it cannot i commit to the funding of the City's obligations described herein beyond each fiscal year. Therefore, the funding obligations of the City described herein are subject to and conditioned upon the City Council of the City appropriating for each fiscal year suffi- cient funds to satisfy such obligations . nft+ 1 26 8 . 13 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Texas . IN WITNESS WHEREOF, the parties hereto have executed this Agreement in Fort Worth, Texas, as of the day and year first above written._ ATTEST: CITY OF FORT WORTH r' By. City Secretary City Manager APPROVED AS TO FOR14 AND LEGALITY: DEPOrICity Attorney Date: THE FORT WORTH ZOOLOGICAL ATTEST: ASSOCI ION Secretary By: II President Contract .lu-thorzzation Date i �'4'r'F t RECORD 1A ' C..w L U 27 I A parcel of land Out of the S. A. and n- G. Railroad Survey, Abstract No. 14819 and the E. S. Harris Survey, Abstract No. 688, and also being portions of tracts of land conveyed to the City of .-Fort Uorth, Texas, by deeds recorded in Volume 891 , Page 365, Volume 332, Page 5489 and Volume 831 , Page 196, Iced Records, Tarrant County, Texas• and being more particularly described as follows: BEGINNING at a point in the north line of a 38.8 foot `°Reservede strip on the north 8100 of Black 2, Park Hill Additiion, an addition to the City of Fort Uorth, as recorded in volume 388, Page 58, Plat Records., Tarrant County, Texas, said BEGINNING POINT being at the intersection of a projection of the West line of Lot 3, Block 2, said addition, with said north line; THENCE: North 04 degrees 07 minutes 34 seconds East, a distance Of 106.14 feet, to a point on the south side of the east parking lot for said zoo; THENCE: Across said parking lot, North 19 degrees 01 minutes 28 seconds East, a distance of 542.71 feet, to a Pint on the mast curb line of Colonial Parkway, said point being approxiamately 430.0 feet northeasterly along said curb, of the intersection of University Drive and Colonial Parkway; THENCE: The following courses and distances® said curb; generally behind _ North th 31 degrees 30 minutes 28 seconds East, a distance of 145.S7 feet; North 24 degree: 29 minutes 16 seconds East, a distance of 166'.88 feet; North 00 degrees 12 minutes 53 seconds !Jest, a distance of 01 .03 feet; North 27 degrees 23 minutes 50 seconds Uest, a distance of* 91 .60 feet; North 08 degrees 42 minutes 11 seconds 68.85 feet; st• a distance ,of North 11 degrees 38 minutes 07 seconds East, a distance of 230.55 feet; North 22 degrees 51 minutes 06 seconds East, a distance of $0.78 feet to a point; THENCE: South 81 degrees 33 minutes ®0 6 seconds East, m distance Of 03. 10 feet, to a point; THENCE: South 89 degrees 03 minutes 2a seconds Eaet, .a distance of 210.0 feet, to m point in' the uest curb line of the existing parking lot access drive; . r� i THENCE: The following courses and distances, with said west curb line, and the south curb line of said parting lot; _. South 13 degrees 21 minutes• 83 seconds East, a distance of 327-80 feet: South 41 degrees 44 minutes 4E seconds East, a distance of X96.54 feet; ' South 65 degrees 27 minutes 27 seconds East, a distance of 35.93 fact; North 86 degrees 11 minutes 34 seconds East, a distance .,a of 32.62 fact; South 40 degrees 40 minutes 51 seconds East., a distance of 54.655 feet; and North 47 degrees 29 minutes 59 seconds East, a distance of 49.75 finet, to a point; THENCE: South 62 degrees 04 minutes 38 seconds East. a distance of 148.40 feet, to a point behind the west curb line of Park Place Drive; THENCE: The following courses and distances, generally behind said curb; South 26 degrees 40 minutes 40 seconds Uest, a distance of 34.48 feet; South 10 degrees 41 minutes 09 seconds Uest, a distance of 34.'S4 feet; South 05 degrees 29 minutes 26 seconds East., a distance of 34 .50 feet; South 12 degrees 08 minutes 34 seconds East, a distance of 67.71 feet; South 28 degrees 15 minutes 36 seconds East-0 a distance of 9,7.25 feet; South 33 degrees 90 minutes 24 seconds East, a distance of 57. 11 feet; South 28 degrees 04 minutes 44 seconds East, a distance of 113-41. feet; South 26 degrees 08 minutes 54 seconds East, a distance of 90.91 feet; South 24 degrees 61 minute 30 seconds East., a distance of 64.07 feet; South 38 degrees 23 minutes 12 seconds East, a distance . of 58.97 feet; South 32 degrees 19 minutes 37 seconds East, a distance of 196.07 feet; South 22 degrees 24 minutes 14 seconds East, a distance of 53.67 feet; South 03 degrees 50 minutes 13 seconds East* a distance of 85.23 feet; South 39 degrees 06 minutes 10 seconds East, a distance of 78.82 foot; South 26 degrees 11 minutes 09 second* East, a distance of 64 .51 feet; �. MR �SFCRETARY FT. � m �{,fbl�l.�li L�� To South 05 degrees 41 minutes '31 seconds East. a distance of 48.92 feet; South 13 degrees 81 minute 37 seconds West, a distance of 177.72 feet; South 12 degrees 24 minutes 57 seconds East® a distance of 78.72 feet; _ South 30 degrees 04 minutes 4E seconds East, a distance of 1214-65 feet; South 43 degrees 19 minutes 51 seconds East® a distance of 88.96 feet; South 58 degrees 47 minutes 51 seconds East., a distance 4 of 316.12 feet; and South 89 degrees 16 minutes 41 seconds East, a distance of 67.27 feet to a point; THENCE: The following courses and distances® with the existing or purposed security fence; South 05 degrees 22 minutes 41 second: Uestq a distance of 58.62 feet; South 21 degrees 03 minutes 19 seconds East$ a distance of 10.40 feet; South 52 degrees 59 minutes 20 seconds East, a distance of 29.86 feet; South 51 degrees ®9 minutes 20 seconds East, a distances of 120.16 feet; South 76 degrees 43 minutes 48 seconds East.® a distance of 6 6.95 fact; South 66 degrees 01 minutes 12 seconds East$ a distance- of 39.20 feet; South 02 degrees 18 minutes 20 seconds East$ a distance of 188.21 feet; South 11 degrees 14 minutes 50 seconds Kest, a distance of 40.57 feet; South 02 degrees 56 minutes S7 seconds Want, a distance of -�212.58 .ferret; South 37 degrees 46 minutes 58 seconds West, s distance of 11®.09 feet; South 28 degrees 31 minutes 57 seconds Uest, a distance of 40.31 feet; South 32 degrees 14 minutes 27 seconds iciest, a distance of 81 .25 feet; . South 38 degrees 33 minutes 55 seconds West, a distance of 84.33 feet; South 47 degrees 18 minutes 56 secondd West® a distance of j 262.50 feet; South 89 degrees 25 minutes 04 seconds West, a distance of 354.81 feet; North 86 degrees 27 minutes 47 seconds West, a distance of 107.26 feet; - North 73 degrees 47 minutes 43 seconds Uent, a distance of 29.70 feet; ° Lt a e t-'I UP-1`a,L North 42 degrees 39 minutes a9 seconds Uest 16.57 feet; ., a distance of North 42 degrees 01 minuted 52 seconds East, a distance of 137.27 feet; North 35 degrees 33 minutes 17 seconds East, a distance of 131 .82 feet; North 68 degrwe2• 38 minutes 42 seconds East, a distance of 38-51 feet,; North 59 degrees 16 minutes 13 seconds East, a distance of g9.5B feet; North 67 degrees 82 minutes 39 seconds East* a distance of 29.80 feet; North 03 degrees 22 minutes S9 seconds s , a• dlstance of ISI .51 feet.; North 03 degrees 81 minutes 56 seconds East, a distance of 51 .27 feet; North 28 degrees 25 minutes 58 seconds Uesty a distance of 115.53 feet; North 4S degrees 46 minutes 33 secands* Uest, a distance of 119.74 feet; . North 15 degrees 48 minutes 20 seconds Uest, a distance of 51 .26 feet; North 37 degrees S0 minutes 21 seconds Uest, a distance of 58.54 feat; North 28 degrees 15 minute: 13 Seconds U08t, a distance of 210 .07 feet; North 15 degrees 85 minutes el seconds Uest, a distance of 59.44 feet; North 42 degrees 31 minutes 22 seconds Uest, a distance of 289.29 feet; North 34 degrees 11 minutes 41 seconds Uest, a distance of 302.91 feet; South 58 degrees 59 minutes 13 seconds !Jest, a distance of 67.77 feet; North 68 degrees r6 minutes 35 seconds *Uest, a distance of .-44".95 feet; North 38 degrees 43 minutes 15 seconds Uest, a distance of le.70 feet; North 19 degrees 47 minutes 38 seconds Uest; a distance of 29.67 feet; - .North e4 degrees 05 minutes 53 second: Usut® a distance of 69.67 feet; North 40 degrees 21 minutes 58 Seconds Uest, a distance of 198.54 feet; North . 45 degrees 11 minutes 50 seconds Uest, a distance of 77.81 feet; North 36 degrees 05 minutes 25 seconds Uest, a distance of North 58 degrees 27 minutes 35 =sconce (Jest, a distance of 42.45 feet; North 68 degrees 23 minutes 56 seconds Uest, a distance of 98.23 feet; _. SEIC"RE-1 ART South 78 degrees 23 minutes 48 seconds West, a distances of 146.20 feet; and South 71 degrees, 06 minutes; 12 seconds West o a distance of 197.50 feet, to a point in the east line of a tract of land as described in Volume 3305. Page 295, Deed Records, Tarrant County, Texan; . s . THENCE: Uith the east line of said tract, Borth 27 degrees Sl minutes 30 seconds West, a distance of 23.55 feet, t.o its northeast corner; � 'a THENCE: Ulth the north line of said tract, South 52 degrees 09 minutes 30 seconds West. a distance of Soft f saet, t.o the southeast corner of Lot 2®R. Block 2, Park Hill addition. An recorded in Volume 38a-15, !Page do Plat Records, Tarrant. County, Texas; i THENCE: Ulth the east line of said Lot 2-R, North 09 degrees 09' minutes,; 30 seconds. East, at a distance of ?2.50 feet, passing the northeast corner of said Lot 2-ft, in all a distance of 81 .70 feet, to the northeast corner of the aforesaid "Reserved" strip; THENCE: Ulth the north l isie of said strip. South 74 degrees: 09 minutes 30 seconds West, a distance of 280.09 feet, to an angle .point; THENCE: Continuing uith said north line, South 48 degrees 05 minutes 30 seconds Uesst o a distance of 203.43 feet* to the POINT OF BEGIHHIHG. and containing 58.63187 acres~~, or 2,549,648 ,square feet of land, more or less. lJRM:JBfl:f dg4fl? 12s1eiab i i FATE" J��1�7�H: �}� ��t+tJ C 0 CG VI11�3 +�� k''A1 YET q��U� T y rty.j NT) .� • p pot ago r •'� � i7r�i ..♦•�1 trr .'• .� �lt • r �lr I 1�r\ ��II: r• �.Vw 11�i•Y1 ►r 1r ►• i� ' • r •►r,rrpi r ♦ice .,,.,� � ,,• ;�_ . ., , ,.y- JJ 4 • ] ► r• 1► +s�Mi� .� .ri .•r+rlrjr, 4 r +►�' :�i rJp�� .. ._ Y�♦►r iii•: � i ►--'' Sw \�ti�,ri ►.r y �• �- ► •'•rir•rrr�i w r •in' r ,� ♦ r, ✓ / ►•^�_ �rY►►���Ji6��► % Yiirt"'rrr . i► err\ ►• . 3, � � � r► P, 7mil.►. ► 1-.2 -F' ►ice. - r Ap so ♦fir! �� )�.-r r ' r ��► r�ii � ' r r � �1 r• r r r ► :�i- Y y�►�i itob .'.,, :�. ...:���.� i•r��.•.�. r L� �.,y .r r rye �� Y•` ; F„ :• • ;� rte•�► .r•r �►'��ya. ri'�is Y•r r`r -o yr. aw Tip 10 •fir r• � r • �y ��♦ rr i is p • r f s r y - ' T r la, ,���.��r/� ��!► fir/ �h'� !rY ra I* ni. 'I, GMs iJ. ,� '�i�� f� � A, T/fig r i= �� {"• /I�.� •',± /� ,� rj 11��•�7. :: ,� �'•''`i,�„�,,,,, l�.rr„1�,,,i(lr f�lit�iQil i�il,i�,t,:;'�i� Ok Wi got, �+5� qj ! ri - rna o� HIBU Wo MVUE�� Pon POLICY PROPOSAL DATE FILE NUMBER SUBJECT City-Wide Disadvantaged Business PAG.E-1 OF 8 03-13-90 C. P. 748 Enterprise Policy PROPOSAL PROPOSED BY: CI MANAG 'S REVIEW Those Listed Below RECOMMENDATION It is recommended that the City Council repeal Council Policy 145 (C. P. 145) as approved on September 26, 1989 and adopt the revised Policy for the Disadvantaged Business Enterprise (DBE) Program as outlined below. BACKGROUND In 1978, the City Council adopted a policy that was aimed at increasing the level of participation of minority business enterprises (MBEs) on City, projects funded by the Department of Transportation, primarily the Urban Mass Transportation Administration (UMTA) . The policy was revised in 1980 to include women-owned businesses (WBEs) ; and was further revised in 1983 to comply with UMTA' s requirement to change to a Disadvantaged Business Enterprise Program. This policy applied to only those projects which were federally funded. After program implementation, the reports submitted to UMTA reflected that there was sufficient participation by MBEs and WBEs to meet the federal requirements. In comparing the MBE and WBE participation on City-let, City-funded projects during the same time period, it became readily apparent that the level of participation was extremely low and in some areas non-existent. On July 8, 1986, in order to address this passive discrimination, the City Council adopted C. P. 123, instituting a program aimed at increasing the level of MBE and WBE participation in all City funded procurement activities. The participation by MBE and WBE firms has increased each year the program has been in existence. COURT ACTIONS The United States Supreme Court decision in the case of City of Richmond v. J. A. Croson Co 109 S. Ct. 706 ( 1989) , establishes new standards by which the constitutionality of local governments' MBE and WBE programs will be judged. . In Croson. the Supreme Court held that a local government may maintain a program if it is necessary to assure that. the local government is not a "passive participant" in a system of racial /social exclusion practiced by contractors in the private sector ; or if such a program is necessary to eradicate the vestiges of its own past discrimination. Unauaa�� LEGALITY FISCAL NOTE ® EXHIBIT C tr dI ���RETARY CITY MANAGER'S COMMENTS POLICY PROPOSAL (contd)' PAGE?OF 8 The Court further held ". . . that .any public entity, state or federal , has a compelling interest in assuring that public dollars, dra-w-n from the tax contributions of all citizens, do not serve to finance the evil of private prejudice. " In the concluding section of the majority opinion, the Court reiterated that "[W]here there is a significant statistical disparity between the number of qualified minority contractors willing and able to perform a particular service and the number of such contractors actually engaged by the locality or the locality' s prime contractors*, an inference of discriminatory exclusion could arise. " Pending completion of additional surveys and studies which are required as a result of Croson, it is necessary to repeal C. P. 123 and adopt a DBE program. The DBE Program will be narrowly tailored to include the major presumptive groups in the metroplex that have suffered as direct recipients of the past exclusionary practices in the private and public sectors. DEFINITIONS For the purposes of this policy: 1. "Disadvantaged Business Enterprise" is defined as a business concern currently doing business and/or located in the Fort Worth/Dallas metroplex meeting the following criteria: a. which is at least 51 percent owned by one or more socially and economically disadvantaged individuals, or, in the case of any publicly owned business, at least 51 percent of the stock is owned by one or more Socially and economically disadvantaged indi - viduals ; and b. whose management and daily business operations are controlled by one or more of the socially and econom- ically disadvantaged individuals who own it; and C. whose owners are citizens of the United States or lawfully admitted permanent residents. d. Any person, firm, corporation, or partnership which has a current certification from the Small Business Administration under Section 8(a) Business Act. of the Small 2• "Socially - Disadvantaged Individuals means Individuals who have been been Subject to racial or ethnic prejudice or cultural bias be- cause of their identity as a member of a group without regard to their qualities as individuals or capabilities as a business. CITY OF FORT WORTH '!J h�03 l�l'g.T,EX POLICY PROPOSAL (cont1d) PAGE 3 OF 8 3. "Economically Disadvantaged Individuals" means socially disadvantaged individuals whose ability to compete in the free enterprise system Is impaired due to diminished opportunities to obtain capital and credit as compared to others in the same line of business who are not socially disadvantaged. 4. For the purpose of this Policy, the City shall require all Individuals to submit a' narrative explaining their economic and social disadvantageness with each certification and renewal application. Certification will not be considered without submission of this narrative. S. "Offeror" means any person, firm, corporation, or partnership which submits a bid or proposal to provide labor, goods or services to the City where City funds are expended. DECLARATION OF POLICY It is in the best interest of the City to promote the equitable Utilization of DBE firms in City contracting in order to eradicate the lingering effects of Past discrimination and to prevent the City' s own spending decisions from reinforcing and perpetuating the exclusionary effects of past discrimination; while at the same time maintaining a high quality of goods and services provided to the City through competitive bidding as required by law. Therefore, it is the policy of the City of Fort Worth to ensure the full and equitable participation by DBE firms * in the provision of all goods and services to the City on a contractual basis. The objective of the Policy is to increase the use of DBE firms to a level comparable to the availability of DBE firms which are capable of providing goods and services directly or indirectly to the City. Upon request, the City will assist DBEs by providing them with information on bid specifications, compliance with procurement Policy and fulfillment of general bid requirements. In addition, the City will provide information on job performance requirements, procurement opportunities and prerequisites for bidding on City contracts. The City will encourage Joint ventures between DBEs, as well as between majority firms and DBE firms on City procurement activities. The City will 'use its best efforts to insure that DBEs are informed of current and future procurement activities through direct contact, coordination with assistance organizations and placing certified DBEs on the City' s bid list. �LFTIL RECORD IT, d-I.-CNEARY TEX. —CITY OF FORT WORTH POLICY PROPOSAL (cont d) PAGE_4_OF__a_ CITY-WIDE GOALS Based on the availability of DBE firms, the initial City-wide goal for the total dollar value of City procurement activities will be fifteen percent ( 15%) . Based on the growth rate and expanded capabilities studies available in the metroplex, over the next five years the City' s goal is to achieve a DBE participation level of twenty percent (20%) of the total dollar value of City procurement. a. The DBE Office, City Manager and affected Department Heads will meet periodically and review the anticipated procurement opportunities for the fiscal year for the purpose of achieving the City' s overall DBE goal as established by the City Council . Based upon the availability of DBEs, separate goals will be established by the City Manager and assigned to the areas of construction, professional services, and purchases. b. The above goals will generally apply to all City procurements, particularly where the expenditure of City funds is estimated to be $25, 000 or more. Procurement opportunities may be reviewed on an individual basis for the purpose of establish- ing higher or lower goals based on the availability of DBEs. c. The City Manager will be responsible for managing the effec- tiveness of the Policy and, on at least an annual basis, report the City' s performance to the City Council and if necessary, recommend new City-wide goals to be approved by the City Council . d. The DBE Policy will remain in effect for five (5) years from the date of approval Of this Policy, at which time the City Council will conduct a review to determine whether the City has achieved its five year goal of twenty percent (20%) DBE participation. Ifthat .level of DBE participation has been achieved, the DBE Policy will no longer be in effect. If the five year goal of twenty percent (20%) has not been achieved, the City Council will have the option to continue the Policy. IMPLEMENTATION OF POLICY In order to comply with the new standards established by the Supreme Court, and have an effective City-wide DBE program, it Is recommended that the City Council approve a Policy that permits the inclusion of DBE requirements in City procurement activities. It is further recommended that the City Council set overall goals for DBE participation in such procurement act.Ivities. Therefore, the following Policy is proposed. 1. Approve a remedial program to prevent the City from once again becoming a passive participant in systematically excluding-'!--DREt:"-'-fri.om participating in City procurement activities. 6 —CITY OF FORT WORTH a V�N, rax 1T POLICY PROPOSAL (cont'd) PAGE 5 OF 8 2. Establish individual goals in relationship to the particular procurement activity based on the availability of DBEs to perform the activity required. 3. Review, eliminate or redesign internal systems that prohibit, discriminate or restrict not only DBE firms but other businesses from conducting business with the City. 4. Participate in a metroplex local governmental fact finding study to provide additional findings of past and present areas of difficulty, including but not limited to bonding, financing, private and public market access, that prohibit DBEs from reaching their full capabilities. The study will analyze anecdotal and statistical in- formation to determine whether discrimination occurred within and without and if it still exists. 5. WAIVER PROCEDURES: The affected Department shall send a written request to the DBE Office requesting a waiver for any applicable contract prior to advertisement and bid. DBE requirements may be waived only upon written approval of the DBE Office. The affected Department shall determine whether the contract is one in which DBE provisions should not be applied. These provisions are not required to be applied in the following circumstances : a. a public or administrative emergency exits which re- quires the goods or services to be provided with unusual immediacy; or b. the application of DBE provisions would impose an unwarranted economic burden or risk on the City or unduly delay acquisition of the goods or services, or would otherwise not be in the best interest of the City; or c. if, based on DBE availability, participation would be negligible. If the affected department determines that one of the above conditions exists, the department shall notify the DBE Office in writing, stating the specific reasons that the waiver is requested. 6. AWARD PROCEDURES: . I� C A DBE Policr .statement shall be included in the specifications of all eligible projects. The City will consider the Offeror' s responsiveness to the DBE Policy in the evaluation of bids and proposals. Failure to comply with the City' s DBE Policy or failure to demonstrate a "Good Faith Effort" to comply, shall result in a bid or p-r-apas.a.i--b e•inlg U:w q CITY OF FORT WORTH 'F T",I i POLICY PROPOSAL (c®nt'd) PAGE 6 OF 8 considered non-responsive to specifications. The lowest responsible Offeror meeting the specifications, inclusive of DBE compliance,`-will be awarded the project. 7. DEBARMENT PROCEDURES: The misrepresentation of facts by an Offeror may result in the Offeror being determined to be an irresponsible Offeror and barred from participating in City work for a period of time, such time to be determined on a case-by-case basis. a. The DBE Office will send a written statement of facts and a recommendation for debarment to the City Manager. The City Manager, after consultation, with the Department of Law, will make the decision regarding debarment and send a certified notice to the Offeror. b. An Offeror that receives notification of debarment may appeal to an Appeal Board, hereinafter created, by giving written notice within ten (10) days from the date of receipt of the debarment notice, to the City Manager of its request for appeal . C. An Appeal Board, consisting of not less than three members appointed by the. City Manager with the approval of the City Council , will meet within thirty (30) days from the date of receipt t of the P request for appeal of debarment, unless Offeror requests. an extension of time. The Offeror will be notified of the meeting time and location. d. The Offeror will be afforded an opportunity to appear with Counsel if they desire, submit documentary evidence, and confront any person the City presents. e. From the date of notification of debarment and during the pendency of any appeal , the City will not consider offers from, award contracts to, renew or otherwise extend contracts with, or contract directly or indirectly through subcontracts with the Offeror pending the Appeal Board' s decision. f*. The Appeal Board will render its decision within thirty (30) days or sooner of the hearing and send a certified notice to the Offeror. g. If the - Appeal Board upholds the original debarment, the Offeror may appeal to the City Council within ten (10) days from the --date of receipt of the Appeal Board' s P�.a rya i decision by giving written notice to the City �HORS � rr CITY OF FORT WORTH tl+ik r� POLICY PROPOSAL (cont'd) PAGE LOFT_ The appeal will be placed on the City Council agenda within thirty (30) days from receipt of written notice, unless Offeror requests an extension of time. DISADVANTAGED BUSINESS ENTERPRISE OFFICE The City' s Disadvantaged Business Enterprise (DBE) Office will be responsible for monitoring the program, and tracking statistical data. Each affected department will appoint a liaison to assure compliance with City-wide goals and to coordinate with the DBE Office. The DBE Office will also be charged with, but not limited to, the following duties : a. Establish procedures for the implementation of the Policy, such procedures to be narrowly tailored to attain the objec- tives specified herein without unduly limiting non-DBE businesses. Such procedures shall be reviewed and a roved Ili PP by the City Manager and by the Department of Law prior to j implementation; b. Certify businesses as DBEs, maintaining and distributing a list of those businesses to the affected City departments. A list of such businesses will also be provided to Offerors upon request. C. Develop educational programs to assist DBEs to compete effec- tively for City contracts ; d. Make recommendations to the City Manager and other City departments to further the objectives of the Policy; e. Review documentation required to be submitted by offerors for compliance with the Policy; f. Compile a monthly report reflecting the progress in attaining the City-wide goals. g. Receive and review complaints and recommendations regarding the implementation of the DBE Policy from any source. h. Audit compliance to the DBE Policy on eligible projects after award, during the performance thereof, and after completion. The DBE Office will make recommendations to the City Manager on any irregularities or misrepresentation of facts as they relate to compliance with the Policy. i. Perform such other duties assigned by the City Manager to carry forth the implementation of the Policy. ur rr "� r Equ I i CITY OF FORT WORTH � ° �`'i� TEX'. r ` POLICY PROPOSAL (c®nt'd) PAGE�OF�_ LEGALITY• The City Attorney has reviewed the proposed policy and there are no known legal impediments that would prohibit or limit the implementation of such a policy. FISCAL NOTE: Funds may be needed to participate in a metroplex study that will provide the data required by law. CITY MANAGER' S COMMENTS: The City Manager concurs with this policy proposal and will assign responsibility for implementation and monitoring' to the Disadvantaged Business Enterprise Office. Mayor Bob Bo-Ten District 1 uncil Louis Z, pla to Mayor Pro em Garey W. G$ 1 ey Distric 2 Distr 6 ncilman Wil am Garrison Counc (woman Virginia Webber District 3 District 8 Y nc 1. oma a Gr er � Y Co ncilman Da i Chappell Distict District 9 PPROVE�J 3 Counci an Eugene McCray vITY ��UU�1�;t- Distri 5 1AR _210 �i � J .I� lFyu dP�li�17 5 k, f fh Secresary or the CITY OF FORT WORTH =' • V r�1►w A '�icy.►►�,,,� e}1!T It?AAA '� to ^�.w►� �, !� '� r7 T4 Asp'r •/%, �/ �A� '' Q �•.,��•�7 1� 1f '� � .N! �'t,j •,� y*�► .,���1/�flflllljjjf ,rrr, Rr �3',w►•� �*�•, a" e. � � .':•%•�,,,N wTp,,_�ll�lll*1it'!���� � li. ��i�ili 3"ai..!':!'• ..� —m«ate..,•_ ! I ivh 1