HomeMy WebLinkAboutBruce W. Hull and Associates - 2007-02-16H CONTRACTS SUBMITTAL TO
CITY CLERK'S OFFICE
To: JOAN FLYNN, City Clerk
Name of Contractor: Bruce W. Hull and Associates
Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington Lake —Huntington Central Park
CFD Appraisal Consulting Services Pacific City CFD
Amount of Contract: $35,000.00
Copy of contract distributed to: The original insurance certificate/waiver distributed
❑
Initiating Dept. ❑ to Risk Management
Finance Dept. ❑ ORIGINAL bonds sent to Treasurer ❑
Date: &2�LozName/E nsion
City Attorney's Office
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G:AttyMisc/Contract Forms/City Clerk Transmittal
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
BRUCE W. HULI, AND ASSOCIATES., INC.
FOR
rM APPRAT.SAT. C ONSU TMG S &VICES
PACIFIC CITY CONiUNITY FACILITIES DISTRICT (CFD)
THIS AGREEMENT ("Agreement") is made and entered into this day of
200, by and between the City of Huntington Beach, a municipal
corporation of the State of California, hereinafter referred to as "CITY, and
Bruce W. Hull & Associates, Inc. , a California Corporation
hereinafter referred to as "CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to
provide appraisal services for the Pacific City CFD ;and
Pursuant to documentation on file in the office of the City Clerk, the provisions of
the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of
professional service contracts have been complied with; and
CONSULTANT has been selected to perform these services,
NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows:
1. SCOPE OF SERVICES
CONSULTANT shall provide all services as described in Exhibit "A,"
which is attached hereto and incorporated into this Agreement by this reference. These
services shall sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates Bruce W. Hull,MAI who shall
represent it and be its sole contact and agent in all consultations with CITY during the
performance of this Agreement.
agrWfbmWprofserv10/15/01-A I.
2. CITY STAFF ASSISTANCE
CITY shall assign a staff coordinator to work directly with CONSULTANT
in the performance of this Agreement.
3. TERM; TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT
are to commence as soon as practicable after the execution of this Agreement by CITY (the
"Commencement Date"). This Agreement shall expire one year from the com, unlndate
ess ess
sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be
completed no later than one year from the Commencement Date of this
Agreement. These times may be extended with the written permission of CITY. The time
for performance of the tasks identified in Exhibit "A" are generally to be shown in
Exhibit "A." This schedule may be amended to benefit the PROJECT if mutually agreed
to in writing by CITY and CONSULTANT.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY
agrees to pay CONSULTANT on a time and materials basis at the rates specified in
Exhibit "B," which is attached hereto and incorporated by reference into this Agreement,
a fee, including all costs and expenses, not to exceed
thirty—five thousand Dollars ($ 35, 000.00 ).
5. EXTRA WORK
In the event CITY requires additional services not included in Exhibit "A"
or changes in the scope of services described in Exhibit "A," CONSULTANT will
undertake such work only after receiving written authorization from CITY. Additional
agree/forms/profsery 10/15101-A 2
compensation for such extra work shall be allowed only if the prior written approval of
CITY is obtained.
6. METHOD OF PAYMENT
CONSULTANT shall be paid pursuant to the terms of Exhibit "B."
7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that title to all materials prepared hereunder,
including, without limitation, all original drawings, designs, reports, both field and office
notices, calculations, computer code, language, data or programs, maps, memoranda,
letters and other documents, shall belong to CITY, and CONSULTANT shall turn these
materials over to CITY upon expiration or termination of this Agreement or upon
PROJECT completion, whichever shall occur first. These materials may be used by CITY
as it sees fit.
8. HOLD HARMLESS
CONSULTANT hereby agrees to protect, defend, indemnify and hold
harmless CITY, its officers, elected or appointed officials, employees, agents and
volunteers from and against any and all claims, damages, losses, expenses, judgments,
demands and defense costs (including, without limitation, costs and fees of litigation of
every nature or liability of any kind or nature) arising out of or in connection with
CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent performance of
this Agreement or its failure to comply with any of its obligations contained in this
Agreement by CONSULTANT, its officers, agents or employees except such loss or
damage which was caused by the sole negligence or willful misconduct of CITY.
CONSULTANT will conduct all defense at its sole cost and expense and CITY shall
agree/forms/profsery 10/15101-A 3
approve selection of CONSULTANT's counsel. This indemnity shall apply to all claims
and liability regardless of whether any insurance policies are applicable. The policy limits
do not act as limitation upon the amount of indemnification to be provided by
CONSULTANT.
9. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall obtain and furnish to CITY a professional liability
insurance policy covering the work performed by it hereunder. This policy shall provide
coverage for CONSULTANT's professional liability in an amount not less than One
Million Dollars ($1,000,000.00) per occurrence and in the aggregate. The above -
mentioned insurance shall not contain a self -insured retention, "deductible" or any other
similar form of limitation on the required coverage except with the express written consent
of CITY. A claims -made policy shall be acceptable if the policy further provides that:
A. The policy retroactive date coincides with or precedes the initiation
of the scope of work (including subsequent policies purchased as
renewals or replacements).
B. CONSULTANT shall notify CITY of circumstances or incidents
that might give rise to future claims.
CONSULTANT will make every effort to maintain similar insurance during
the required extended period of coverage following PROJECT completion. If insurance is
terminated for any reason, CONSULTANT agrees to purchase an extended reporting
provision of at least two (2) years to report claims arising from work performed in
connection with this Agreement.
agree/forms/profsery 10/ 15/01-A 4
10. CERTIFICATE OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT
shall furnish to CITY a certificate of insurance subject to approval of the City Attorney
evidencing the foregoing insurance coverage as required by this Agreement; the certificate
shall:
A. provide the name and policy number of each carrier and policy;
B. shall state that the policy is currently in force; and
C. shall promise that such policy shall not be suspended, voided or
canceled by either party, reduced in coverage or in limits except
after thirty (30) days' prior written notice; however, ten (10) days'
prior written notice in the event of cancellation for nonpayment of
premium.
CONSULTANT shall maintain the foregoing insurance coverage in force
until the work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverage shall not
derogate from CONSULTANT's defense, hold harmless and indemnification obligations as
set forth in this Agreement. CITY or its representative shall at all times have the right to
demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a
prompt and timely manner, the premiums on the insurance hereinabove required.
11. INDEPENDENT CONTRACTOR
CONSULTANT is, and shall be, acting at all times in the performance of
this Agreement as an independent contractor herein and not as an employee of CITY.
CONSULTANT shall secure at its own cost and expense, and be responsible for any and
agree/forms/profserv10/15/01-A 5
all payment of all taxes, social security, state disability insurance compensation,
unemployment compensation and other payroll deductions for CONSULTANT and its
officers, agents and employees and all business licenses, if any, in connection with the
PROJECT and/or the services to be performed hereunder.
12. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and workmanlike
manner. CITY may terminate CONSULTANT's services hereunder at any time with or
without cause, and whether or not the PROJECT is fully complete. Any termination of this
Agreement by CITY shall be made in writing, notice of which shall be delivered to
CONSULTANT as provided herein. In the event of termination, all finished and
unfinished documents, exhibits, report, and evidence shall, at the option of CITY, become
its property and shall be promptly delivered to it by CONSULTANT.
13. ASSIGNMENT AND DELEGATION
This Agreement is a personal service contract and the work hereunder shall
not be assigned, delegated or subcontracted by CONSULTANT to any other person or
entity without the prior express written consent of CITY. If an assignment, delegation or
subcontract is approved, all approved assignees, delegates and subconsultants must satisfy
the insurance requirements as set forth in Sections 9 and 10 hereinabove.
14. COPYRIGHTS/PATENTS
CITY shall own all rights to any patent or copyright on any work, item or
material produced as a result of this Agreement.
agree/forms/profsery 10/15101-A 6
15. CITY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no CITY official nor any regular CITY
employee in the work performed pursuant to this Agreement. No officer or employee of
CITY shall have any financial interest in this Agreement in violation of the applicable
provisions of the California Government Code.
16. NOTICES
Any notices, certificates, or other communications hereunder shall be given
either by personal delivery to CONSULTANT's agent (as designated in Section 1
hereinabove) or to CITY as the situation shall warrant, or by enclosing the same in a sealed
envelope, postage prepaid, and depositing the same in the United States Postal Service, to
the addresses specified below. CITY and CONSULTANT may designate different
addresses to which subsequent notices, certificates or other communications will be sent by
notifying the other party via personal delivery, a reputable overnight carrier or U. S.
certified mail -return receipt requested:
TO CITY:
City of Huntington Beach
ATTN: Stanley Smalewitz
2000 Main Street — 5th Flr. .
Huntington Beach, CA 92648
17. CONSENT
TO CONSULTANT:
Bruce W. Hull, MAI
Bruce W. Hull & Associates, Inc.
115 E. Second Street, #100
Tustin, California 92780
Phone: (949) 581-2194
When CITY's consent/approval is required under this Agreement, its
consent/approval for one transaction or event shall not be deemed to be a consent/approval
to any subsequent occurrence of the same or any other transaction or event.
agree/fonw/profserv10/15/01-A 7
18. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid
unless in writing and duly executed by both parties.
19. SECTION HEADINGS
The titles, captions, section, paragraph and subject headings, and descriptive
phrases at the beginning of the various sections in this Agreement are merely descriptive
and are included solely for convenience of reference only and are not representative of
matters included or excluded from such provisions, and do not interpret, define, limit or
describe, or construe the intent of the parties or affect the construction or interpretation of
any provision of this Agreement.
20. INTERPRETATION OF THIS AGREEMENT
The language of all parts of this Agreement shall in all cases be construed
as a whole, according to its fair meaning, and not strictly for or against any of the parties.
If any provision of this Agreement is held by an arbitrator or court of competent
jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate
or affect the remaining covenants and provisions of this Agreement. No covenant or
provision shall be deemed dependent upon any other unless so expressly provided here.
As used in this Agreement, the masculine or neuter gender and singular or plural number
shall be deemed to include the other whenever the context so indicates or requires.
Nothing contained herein shall be construed so as to require the commission of any act
contrary to law, and wherever there is any conflict between any provision contained herein
and any present or future statute, law, ordinance or regulation contrary to which the parties
have no right to contract, then the latter shall prevail, and the provision of this Agreement
agree/forms/profserv10/15/01-A 8
which is hereby affected shall be curtailed and limited only to the extent necessary to bring
it within the requirements of the law.
21. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been
prepared and signed in counterparts as duplicate originals, each of which so executed shall,
irrespective of the date of its execution and delivery, be deemed an original. Each
duplicate original shall be deemed an original instrument as against any party who has
signed it.
22. IMMIGRATION
CONSULTANT shall be responsible for full compliance with the
immigration and naturalization laws of the United States and shall, in particular, comply
with the provisions of the United States Code regarding employment verification.
23. LEGAL SERVICES SUBCONTRACTING PROHIBITED
CONSULTANT and CITY agree that CITY is not liable for payment of any
subcontractor work involving legal services, and that such legal services are expressly
outside the scope of services contemplated hereunder. CONSULTANT understands that
pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive
legal counsel for CITY; and CITY shall not be liable for payment of any legal services
expenses incurred by CONSULTANT.
24. ATTORNEY' S FEES
In the event suit is brought by either party to construe, interpret and/or
enforce the terms and/or provisions of this Agreement or to secure the performance hereof,
agree/forms/profserv10/15101-A 9
each party shall bear its own attorney's fees, such that the prevailing party shall not be
entitled to recover its attorney's fees from the non -prevailing party.
25. SURVIVAL
Terms and conditions of this Agreement, which by their sense and context
survive the expiration or termination of this Agreement, shall so survive.
26. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the
laws of the State of California.
27. ENTIRETY
The parties acknowledge and agree that they are entering into this
Agreement freely and voluntarily following extensive arm's length negotiation, and that
each has had the opportunity to consult with legal counsel prior to executing this
Agreement. The parties also acknowledge and agree that no representations, inducements,
promises, agreements or warranties, oral or otherwise, have been made by that party or
anyone acting on that party's behalf, which are not embodied in this Agreement, and that
that party has not executed this Agreement in reliance on any representation, inducement,
promise, agreement, warranty, fact or circumstance not expressly set forth in this
Agreement. This Agreement, and the attached exhibits, contain the entire agreement
between the parties respecting the subject matter of this Agreement, and supercede all prior
understandings and agreements whether oral or in writing between the parties respecting
the subject matter hereof.
agree/forms/profserv10/15/01-A 10
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by and through their authorized offices the day, month and year first above
written.
CONSULTANT,
BRUCE W. HULL AND ASSOCIATES
^�
By
print name
CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of California
Director of � .�1 n1 r..r.) L / /PTV CJ 61 r
(Pursuant To HBMC §3'03.100)
ITS: (circle one) Chairm residen ice President APPR VED AS TO FORM:
AND yw, ���
City Atto tL2 ��\tYt
By:
`dttcx,bU�,- REVIEWED A APPROVED:
print name �
ITS: (circle one) Secretary/Chief Financial Officer/Asst.
Secretary — Treasurer .ty
dministrator
(only fo contract $50, 000.00 and over)
agree/forms/profsery 10/15101-A I I
EXHIBIT "A"
A. STATEMENT OF WORK:
Establish the value of the land and improvements to be used as the basis for
establishing a tax rate to support a Mello -Roos Community Facilities District (CFD) and
issuance of bonds to finance public facilities within the District. To provide an appraisal
that is consistent with the complexity of the appraisal assignment. The appraisal would
be prepared and reported in accordance with the Uniform Standards of Professional
Appraisal Practice (USPAP) adopted by the Appraisal Foundation, the California Debt
and Investment Advisory Commission's Appraisal Standards for Land -Secured
Financing, and the Code of Professional Ethics and Stands of Professional Conduct
Appraisal Institute. The function of the appraisal would be for use by the City of
Huntington Beach and their attorneys to establish the value of the land and
improvements to be used as the basis for establishing a tax rate to support a Mello -
Roos CFD and the issuance of bonds to finance the public facilities within the District.
B. CONSULTANT'S DUTIES AND RESPONSIBILITIES:
1. To provide an Appraisal Report consistent with all recognized and
applicable standards and the methodology must be fully supported as
described in the proposal dated January 6, 2006.
2. The appraiser will prepare a complete summary of the Appraisal Report
for publication in the Preliminary and Final Offering Statements and the full
Appraisal Report will be publicly available.
3. The appraiser will be required to review the narrative description of the
Appraisal and other reference to value in the body of the Preliminary and
Official Statements and sign a certificated affirming that the information is
properly presented and that the summary is complete and accurate.
4. A draft Appraisal Report will be proved to the financing team for review
and comment at least two weeks prior to the established completion date.
5. The appraiser will periodically meet, as necessary, with the financing team
to discuss the appraisal methodology, the timing of improvements and
resolve complex issues.
6. The appraiser will provide three printed copies of the final Appraisal
Report and available in a .PDF file.
C. CITY'S DUTIES AND RESPONSIBILITIES:
1. Staff to communicate with the appraiser on a regular basis within the
duration between the commencement and implementation the Final
Appraisal Report.
jmp/contracts group/exA/2/8/07
EXHIBIT "A"
D. WORK PROGRAM/PROJECT SCHEDULE:
Week 1 Preliminary Investigation/Data Gathering/Plan Review/Focus Meeting with
all Participants
Week 2 Complete Field Inspection/Verification of Sales/Market & Feasibility
Analysis
Week 3 Detailed Analysis of Discounted Cash Flows/Land Valuation
Week 4 Finalize all Cash Flows/Reconcile Land Valuation
Week 4 Report Writing/Detailed Correlation of all Applicable Valuation
Methodologies
Week 5 Report Writing/Exhibits
Week 5 Final Internal Review/Editorial Overview
Week 5 Deliver Draft Appraisal
Week 6 Upon Review and Notice — Finalize Appraisal
jmp/contracts group/exA/2/8/07
EXHIBIT "B"
Payment Schedule
1. Charges for time during travel are normally not reimbursable and will only be
paid if such time is actually used in performing services for CITY or as otherwise arranged
with CITY.
2. CONSULTANT shall be entitled to a full payment towards the fixed fee set
forth herein in accordance with the following fee schedule:
Complete the Scope of Services for a not exceed amount of $35,000:
Position
Hourly Rate
MAI Appraiser
$250
Senior Appraiser
$185
Staff Appraiser
$150
Junior Appraiser
$125
Administrative
$95
Payment shall be processed by the following schedule within 30 days of receipt of
invoice:
• Preliminary opinion of rage of value — 25% of payment due
• Electronic mail of a draft report — 25% of payment due
• Completion of the appraisal report and delivery of a bond report to the City of
Huntington Beach — 50% of payment due
3. Delivery of work product: A copy of every memorandum, letter, report,
calculation and other documentation prepared by CONSULTANT shall be submitted to
CITY to demonstrate progress toward completion of tasks. In the event CITY rejects or has
comments on any such product, CITY shall identify specific requirements for satisfactory
completion.
4. CONSULTANT shall submit to CITY an invoice for each progress payment
due. Such invoice shall:
1) Reference this Agreement;
2) Describe the services performed;
3) Show the total amount of the payment due;
jmp/contracts group/exB-1/2/14/07 I
EXHIBIT B
Alternative #1
4) Include a certification by a principal member of CONSULTANT's firm
that the work has been performed in accordance with the provisions of
this Agreement; and
5) For all payments include an estimate of the percentage of work
completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is
making satisfactory progress toward completion of tasks in accordance with this Agreement,
CITY shall approve the invoice, in which event payment shall be made within thirty (30)
days of receipt of the invoice by CITY. Such approval shall not be unreasonably withheld.
If CITY does not approve an invoice, CITY shall notify CONSULTANT in writing of the
reasons for non -approval and the schedule of performance set forth in Exhibit "A" may at
the option of CITY be suspended until the parties agree that past performance by
CONSULTANT is in, or has been brought into compliance, or until this Agreement has
expired or is terminated as provided herein.
5. Any billings for extra work or additional services authorized in advance and in
writing by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the
information required above, and in addition shall list the hours expended and hourly rate
charged for such time. Such invoices shall be approved by CITY if the work performed is in
accordance with the extra work or additional services requested, and if CITY is satisfied that
the statement of hours worked and costs incurred is accurate. Such approval shall not be
unreasonably withheld. Any dispute between the parties concerning payment of such an
invoice shall be treated as separate and apart from the ongoing performance of the
remainder of this Agreement.
jmp/contracts group/exB-1/2/14/07 2
EXHIBIT B
Alternative #1
Su it INSURANCE AND INDEMNIFICATION WAIVER
MODIFICATION REQUESff E C E I V E D
JAN 16 2007
1. Requested by: Christi Mendoza, Risk Management
City of Huntington Beach
2. Date: January 9, 2007 City Attorneys Office
3. Name of contractor/permittee: Bruce W. Hull & Associates, Inc.
4. Description of work to be performed: Apraisal of C.F.D. 2006-1 "Pacific City"
5- Value and length of contract: $35,000, Consistent with the sale of bond issue
6. Waiver/modification request: $5,000 deductible/cancellation: Professional Liability
7. Reason for request and why it should be granted: Unable to comply with the city's zero
deductible and cancellation clause wording insurance requirements
8. Identify the risks to the City in approving this waiver/modification: None
Department Signature Date:
APPROVALS
Approvals must be obtained in the order listed on this form. Two approvals are required
for a request to be granted. Approval from the City Administrator's Office is only required if
Risk -Management a,ad t City Attorneys Office disagree.
1. k Management
Approved El ��Id
Signature bate
2. \City Attorney's Office _
/L�J-Approved ❑ Denied /• / 8.O"�
Signature Date
3. City Administrator's Office
❑ Approved ❑ Denied
Signature Date
If approved, the completed waiver/modification request is to be submitted to the
City Attorney's Office along with the contract for approval. Once the contract has been approved,
this form is to be filed with the Risk Management Division of Administrative Services
PRfl-K �FD
JAN 19 2007
DEPARTMENT OF
ECONr- MIC DEVELOPMENT
• ,n ,nnn+ n.nn.nn w � �
JAK-04-07 02:09PM FROM- T-982 P-002/002 f-098
ACORD CERTIFICATE OF INSURANCE
DATE 01/04/2007
PRODUCER
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ORES INSURANCE SERVICES, LLC
ONLY AND CONFERS NO RIGHTS UPON THE CEIt rIFICATE
P.O. Box 500810
BOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
SAN DIEGO, CALIFORNIA 92128
ALTER THE COVERACE AFFORDED BY THE POLICIES BELOW.
COMPANIES AFTORD1NG COVERAGE
TELEPHONE (858) 613-1648 / (900) $80-2747
COMPANY
FACSTNILE (858) 618-1655
CA LICENSE # OB75175
A LexInalon Insurance: Company
INSURED
COMPANY
Bruce W. Hui) & Associated, Inc.
i3
1056 E Meta Street, Suite 202
COMPANY
Ventura, CA 93001
C
COMPANY
D
COVERAGES
THIS IS TO CERTIFY THAT TILE POLICIES ON INSURANCE LISTED BELOW BAVC BERM ISSUED TO THE INSURED NAMED ABOVE FOR TDE POLICY PKREOD INDICATED.
NOTWrriISTANDI NG ANY REQUIREMINNT. TERM OR CONDrfION OP ANY CONTRACT OROTHER DOCUMENT WITH RCSPCCT TO WDICH THIS C@.iUMCATE MAY BR ISSUED OR
MAY PERTAIN. THB INSURANCE ASTORDED pV T(M POUCMS DESCRIBED MMEIN IS SUIu¢CT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS
SITOWN MAY HAVIt REIN RIIDUCED BV PAID CLAIMS.
CO
POUCYHFFEC IVII
POLICY EXPIRATION
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POLICY NUMpPA
DATB (MM/D
OATS MMIDDrrn
LINTS
GENERAL UABILITY
IENBRAL AGGREGATE
S1.000.000.00
COMMERCIAL GEN.
PRODUCTS- COKWOPS AM
■CLAIMSMADE OcutRemcE
5120607-DS160758
01/01/2007
01/01/2008
rACU CURRENC6
Si 00.000.00
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OcCutrcnce
Iknreu.l a wblllly
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AUTOMOBILE LIABILITY
COMBINED SINGLli UMIT
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_ ANY AUTO
ALL OWNED AUTOS
BODILY INJURY
(PDX PERSON)
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SCHEDULED AUTOS
FBRID ALMOS
BODILY INJURY
(PER ACCIDMM
S
PROPERTY DAMAGE
AUTO ONLY EACH
S
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NON.OWNDDAUTOS
GARAGE LIABILITY
ANY AUTO
-
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s
EACH
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EXCESS LIABILITY
UMBRELLA FORM
EACH OCCURRENCE
s
AGGREGATE
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STATUTORY LIMITS
TILE PROPRLBTOIU
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DISEASE - EACH BMPLOYI:R
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Deductible:
$5.A0.00
DESCRIPTION OF OPERATIONS/LOCATIONS/VEMCLE&sPECIAL I'TFMS.
This policy covers Bruce Hull while performing professional services in his/her capacity as an employee of Bruce W. Hull &
Associates, Inc.
Certificate Holder:
CANCELLATION
City of Huntington Beach
SHOULD ANY OF THE ABOVE POLIG7FS BE CANCELED BEFORE THE
Attn: Chrlsti Mendoza
EXPIRATION DATE THEREOF. THE ISSUING COMPANY WILL 15NDHAVORTO
2000 Main Street
Huntington Beach, CA 926�48
MAIL 30 DAYS WRTITF-N NOTICE TO THE CIMTIFICATE HOLDER NAMED TO
THE LEh'T.BUTFAILURETO, IdA'jL.SUCNN0TICE'SHALI.IMPPSGNO
OBLIGATION OR LIABILITY OE ANY YJKV UPON THE COMPANY. ITS AGMM
(714) 536 - 5252
OR REPRESBNTATFVES:
ALIT14ORMBO REPRISgNTATIVB
1. Date:
2. Department:
CITY OF HUNTINGTON BEACH
Professional Service Contracts
Purchasing Certification
2/5/2007
Economic Development
3. Requested by: Nova Punongbayan
4. Name of consultant: Bruce W. Hull & Associates
5. Attach the written statement of the specification, conditions and other requirements for the requested
services that was provided to solicited consultants in your answer to 11 of this form.
Attached
6. Amount of the contract: $35,000.00
7. Are sufficient funds available to fund this contract?' ® Yes ❑ No
8. Is this contract generally described on the list of professional service contracts approved by the City
Council'? ® Yes ❑ No
9. Company number and object code where funds are budgeted: 10080101.69365
10. Is this contract less than $50,000? ® Yes ❑ No
11. Does this contract fall within $50,000 and $100,000? ❑ Yes ® No
12. Is this contract over $100,000? ❑ Yes ® No
(Note: Contracts requiring City Council Approval need to be signed by the Mayor and City Clerk. Make
sure the appropriate signature page is attached to contract.)
13. Were formal written proposals requested from at least three available qualified consultants?
® Yes ❑ No
14. Attach list of consultants from whom proposals were requested (including a contact telephone number).
Attached
15. Attach proposed scope of work.
Attached
16. Attach proposed payment schedule.
Attached
Departmen,Head Signature
RI HAR AM DRIL, Manag
urchasing/Central Services
1. If the answer to this question is "No," the contract will require approval from the City Council.
APPRAISERS RFP LIST
Community Facilities District
Mr. Larry Webb
Integra, Dore, Curry & Marshall
29811 Santa Margarita Parkway, Suite
300
Rancho Santa Margarita, CA 92688
John Ellis
Integra Realty Resources
20720 Ventura Blvd., Ste 240
Woodland Hills, CA 91364-6264
Phone: (818) 593-7200
Fax: (818) 593-7201
Jim Harris, MAI
Harris Realty Appraisal
5100 Birch Street, Ste. 200
Newport Beach, CA 92660
Phone: (949) 851-1227
Fax: (949) 851-2055
Barbara L. Zachry, MAI
Donahue & Company, Inc.
23 Corporate Plaza Drive, Ste 160
Newport Beach, CA 92660-7942
Phone: (949) 760-3166
Fax: (949) 760-5496
bzachryCa)donahueco.com
Gary Vogt
Gary Vogt & Associates
33191 Paseo Blanco
San Juan Capistrano, CA 92675
Phone: (949) 489-8029
glvogtt((&cox.net
Bruce Hull, MAI
1056 E. Meta #202
Ventura, CA 93001
Phone: (805) 641-3275
FAX: (805) 641-3278
bhu1186686gaol.com
John S. Adams & Associates, Inc.
5100 Birch Street
Newport Beach, CA 927660
Phone: (949) 833-1972
FAX: (949) 851-2055
Jeffrey T. Nagasaki, MAI
2421 W. 205th Street D201
Torrance, California 90501
jeffreytn@msn.com, ca
United States of America
(310) 224-7900 x 103
(310) 224-7901