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HomeMy WebLinkAboutHYAMS, HARVEY J. - 2001-02-28Yes No N/A ❑ Are all blanks filled in on agreement? ❑ ❑ Has contractor signed agreement? Are all other signatures (e.g., City Attorney Approval As To Form) on agreement? Does agreement have Exhibits and/or Attachments? If Yes, Are Exhibits/Attachments marked? Are Exhibits/Attachments attached? Yes No N/A ❑ ❑ Is Insurance required? If Yes, Is Insurance attached? Is Insurance Approved As To Form by City Attorney ❑ If waived, is Settlement Committee approval attached? *** If waived, has agreement been initialed by contractor or revised to remove insurance requirement from text of agreement? ***Explanation in Waiver and Modification form attached. Yes No N/A ❑ If this agreement requires documentation to be on file regarding Requests for RFPs, have you attached this documentation (see Page 1 of agreement to determine if this requirement applies)? Please complete the section below so the City Clerk's Office can enter your agreement on the computer so that it is retrievable by keyword search (termination date is required for Clerk's computer program to flag for microfilming/destruction purposes). Description of Agreement (Purpose) (such as Perform Soil Analysis Waterfront Hilton/PCH/Atlanta): _ n Termination Date: 2/28/2002 0 • 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND J. HARVEY HYAMS ASSOCIATES FOR REAL ESTATE APPRAISAL SERVICES Table of Contents Scopeof Services................................:....................................................................I CityStaff Assistance................................................................................................2 Time of Performance...............................................................................................2 Compensation..........................................................................................................2 Priorities..................................................................................................................2 ExtraWork...............................................................................................................2 Methodof Payment..................................................................................................3 Disposition of Plans, Estimates and Other Documents...........................................4 HoldHarmless.........................................................................................................5 Workers' Compensation Insurance..........................................................................5 General Liability Insurance......................................................................................6 Professional Liability Insurance...............................................................................6 Certificates of Insurance.............................................................................:............7 IndependentContractor............................................................................................8 Termination of Agreement.......................................................................................8 Assignment and Subcontracting................................................................................9 Copyrights/Patents...................................................................................................9 City Employees and Officials..................................................................................9 Notices.....................................................................................................................9 Modification.............................................................................................................10 Captions...................................................................................................................10 SectionHeadings.....................................................................................................10 Interpretation of this Agreement..............................................................................10 DuplicateOriginal....................................................................................................11 Immigration..............................................................................................................11 Legal Services Subcontracting Prohibited................................................................11 Attorney's Fees.........................................................................................................12 Entirety.....................................................................................................................12 PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND J. HARVEY HYAMS ASSOCIATES FOR REAL ESTATE APPRAISAL SERVICES THIS Agreement is made and entered into this 7i day of 2001, by and between the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "CITY," and J. Harvey Hyams Associates, a California corporation, hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant to provide real estate appraisal services; 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 said services, NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows: 1. SCOPE OF SERVICES CONSULTANT shall provide all services as described in the Request for Proposal ("RFP"), and CONSULTANT's Proposal dated December 6, 2000 (both of which are hereinafter referred to as Exhibit "A"), which are attached hereto and incorporated into this Agreement by this reference. These services shall sometimes hereinafter be referred to as the "PROJECT." CONSULTANT hereby designates J. Harvey Hyams who shall represent it and be its sole contact and agent in all consultations with CITY during the performance of this Agreement. 4/s:4-2001 Agree: J. Harvey Hyams RIS 2001-0006 1-8-01 2. CITY STAFF ASSISTANCE CITY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement. 3. 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 and all tasks specified in Exhibit "A" shall be completed no later than 12 months from the 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 the Scope of Services on the Work Program/Project Schedule. This schedule may be amended to benefit the PROJECT if mutually agreed by CITY and CONSULTANT. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT a fee of $125.00 per appraisal, not to exceed a total contract amount of Twenty -Five Hundred Dollars ($2,500.00). 5. PRIORITIES In the event there are any conflicts or inconsistencies between this Agreement, the CITY's RFP, or the CONSULTANT's Proposal, the following order of precedence shall govern: (1) Agreement, (2) the CONSULTANT's Proposal, and (3) the CITY's RFP. 6. 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 2 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 17-� work only after receiving written authorization from CITY. Additional compensation for such extra work shall be allowed only if the prior written approval of CITY is obtained. 7. METHOD OF PAYMENT A. CONSULTANT shall be entitled to progress payments toward the fixed fee set forth herein in accordance with the progress and payment schedules set forth in Exhibit "A." B. 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. Any such product which has not been formally accepted or rejected by CITY shall be deemed accepted. C.. 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; 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 promptly approve the invoice, in which event payment shall be made within thirty (30) days of 3 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 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 within seven (7) calendar days of receipt of the invoice, and the schedule of performance set forth in Exhibit "A" shall be suspended until the parties agree that past performance by CONSULTANT is in, or has been brought into compliance, or until this Agreement is terminated as provided herein. D. Any billings for extra work or additional services authorized 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 oradditional 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. 8. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS . CONSULTANT agrees that all materials prepared hereunder, including all original drawings, designs, reports, both field and office notices, calculations, maps, memoranda, letters and other documents, shall be turned over to CITY upon termination of this Agreement or upon PROJECT completion, whichever shall occur first. In the event this Agreement is terminated, said materials may be used by CITY in the completion of the PROJECT or as it otherwise sees fit. Title to said materials shall pass to CITY upon payment of fees determined to be earned by CONSULTANT to the point of termination or completion of the PROJECT, whichever is applicable. CONSULTANT shall be entitled to retain copies of all data prepared hereunder. 4 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 9. HOLD HARMLESS CONSULTANT shall protect, defend, indemnify and hold harmless CITY, its officers, officials, employees, and agents from and against any and all liability, loss, damage, expenses, costs (including without limitation, costs and fees of litigation of every nature) arising out of or in connection with CONSULTANT's 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. CITY shall be reimbursed by CONSULTANT for all costs and attorney's fees incurred by CITY in enforcing this obligation. 10. WORKERS' COMPENSATION INSURANCE Pursuant to California Labor Code Section 1861, CONSULTANT acknowledges awareness of Section 3700 et seq. of said Code, which requires every employer to be insured against liability for workers' compensation; CONSULTANT covenants that it will comply with such provisions prior to commencing performance of the work hereunder; and shall indemnify, defend and hold harmless CITY from and against all claims, demands, payments, suit, actions, proceedings, and judgments of every nature and description, including attorney's fees and costs presented, brought or recovered against the CITY, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by CONSULTANT under this Agreement. CONSULTANT shall maintain workers' compensation insurance in an amount of not less than One Hundred Thousand Dollars ($100,000) bodily injury by accident, each occurrence, One Hundred Thousand Dollars ($100,000) bodily injury by disease, each employee, Two Hundred Fifty Thousand Dollars ($250,000) bodily injury by disease, policy limit. 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 • • CONSULTANT shall require all subcontractors to provide such workers' compensation insurance for all of the subcontractors' employees. CONSULTANT shall furnish to CITY a certificate of waiver of subrogation under the terms of the workers' compensation insurance and CONSULTANT shall similarly require all subcontractors to waive subrogation. 11. GENERAL LIABILITY INSURANCE In addition to the workers' compensation insurance and CONSULTANT's covenant to indemnify CITY, CONSULTANT shall obtain and furnish to CITY, a policy of general public liability insurance, including motor vehicle coverage covering the PROJECT. The policy shall indemnify CONSULTANT, its officers, agents and employees, while acting within the scope of their duties, against any and all claims arising out of or in connection with the PROJECT, and shall provide coverage in not less than the following amount: combined single limit bodily injury and property damage, including products/completed operations liability and blanket contractual liability, of $1,000,000 per occurrence. If coverage is provided under a form which includes a designated general aggregate limit, the aggregate limit must be no less than $1,000,000 for this PROJECT. The policy shall name CITY, its agents, its officers, employees and volunteers as Additional Insureds, and shall specifically provide that any other insurance coverage which may be applicable to the PROJECT shall be deemed excess coverage and that CONSULTANT's insurance shall be primary. Under no circumstances shall the above -mentioned insurance contain a self -insured retention, or a "deductible" or any other similar form of limitation on the required coverage. 12. PROFESSIONAL LIABILITY INSURANCE CONSULTANT shall furnish a professional liability insurance policy covering the work performed by it hereunder. Said policy shall provide coverage for CONSULTANT's 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 • • professional liability in an amount not less than $1,000,000 per occurrence and in the aggregate. 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 will make every effort to maintain similar insurance during the required extended period of coverage following project completion, including the requirement of adding all additional insureds. C. 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. D. The reporting of circumstances or incidents that might give rise to future claims. 13. CERTIFICATES OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to CITY certificates of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverages as required by this Agreement; the certificates 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 policies 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. 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 • • CONSULTANT shall maintain the foregoing insurance coverages in force until the work under this Agreement is fully completed and accepted by CITY. The requirement for carrying the foregoing insurance coverages shall not derogate from the provisions for indemnification of CITY by CONSULTANT under the Agreement. CITY or its representative shall at all times have the right to demand the original or a copy of all said policies of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on all insurance hereinabove required. 14. 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 the CITY. CONSULTANT shall secure at its expense, and be responsible for any and 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 services to be performed hereunder. 15. 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 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 the CITY, become its property and shall be delivered to it by CONSULTANT. 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 16. ASSIGNMENT AND SUBCONTRACTING This Agreement is a personal service contract and the supervisory work hereunder shall not be delegated by CONSULTANT to any other person or entity without the express written consent of CITY. 17. 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. 18. 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. 19. NOTICES Any notice or special instructions required to be given in writing under this Agreement shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to CITY's Director of Economic Development 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, addressed as follows: TO CITY: Director of Economic Development City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 Phone (714) 536-5542 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 TO CONSULTANT: J. Harvey Hyams Associates 14851 Jeffrey Road, #282 Irvine, CA 92620 Phone (949) 651-8824 20. MODIFICATION No waiver or modification of any language in this Agreement shall be valid unless in writing and duly executed by both parties. 21. CAPTIONS Captions of the sections of this Agreement are for convenience and reference only, and the words contained therein shall in no way be held to explain, modify, amplify or aid in the interpretation, construction or meaning of the provisions of this Agreement. 22. SECTION HEADINGS The titles, captions, section, paragraph, 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. 23. 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, said holding shall not 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 10 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 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 which is hereby affected shall be curtailed and limited only to the extent necessary to bring it within the requirements of the law. 24. 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 of the parties hereto shall retain an originally signed copy hereof. Each duplicate original shall be deemed an original instrument as against any party who has signed it. 25. 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. 26. 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. 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 27. ATTORNEY'S FEES In the event suit is brought by either party to enforce the terms and provisions of this Agreement or to secure the performance hereof, each party shall bear its own attorney's fees. 28. ENTIRETY The Agreement contains the entire agreement between the parties respecting the subject matter of this Agreement and supercedes all prior understanding and agreements whether oral or in writing. The foregoing, and Exhibit "A" attached hereto, set forth the entire Agreement between the parties. 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 CITY OF HUNTINGTON BEACH, a J. HARVEY HYAMS ASSOCIATES, a municipal corporation of the State of California Califo corporation B. nrin name S Director of Economic Development ITS: (circle one) Chairman/ esiden /Vice President Pursuant t0 HBMC 3.03.100 r AND By: s 7print name ITS: (circle one) EEarXhief Financial Officer/Asst. Secretary — Treasurer 4/s:4-2001 Agree: J. Harvey Hyams RLS 2001-0006 1-8-01 APPROVED AS TO FORM: City Attorney REVIEWED AND APPROVED: 12 G211- CAA City,Kdministrator SFr r -ItARVEY HYAMS ASSOCI ES Real Estate Appraisers & Consultants CAOREAAGO05586 14851 Jeffrey Rd., 4282, Irvine CA 92620 Office: (949) 651-8824 Office: (714) 840-4030 Fax: (949) 733-8021 December 6, 2000 RECEIVED DEC 13 2000 Terri King DEPARTMENT OF Economic Development Department ECONOMIC DEVELOPMENT CITY OF HUNTINGTON BEACH P. 0. Box 190 Huntington Beach, CA 92648 Re: Drive By Appraisals Single Family Homes Dear Ms. King: Pursuant to'your request, the following will act as my proposal to furnish "Drive By" appraisals of single family homes in the city of Huntington Beach. Appraisals will be submitted on Fannie Mae Form 2055 as developed in September 1996 and be completed within the parameters and framework as set out in the Uniform Standards of Professional Appraisal Practice (USPAP) as promulgated by the Federal Government. The scope of services will be limited to an exterior inspection of the property and will include measurements of the improvement footprint, pictures of the front, rear, any major deficiencies noted during the inspection and a street scene. Value of the appraisal property will be based upon comparable sales with an explanation of adjustments made to the sale price of the sold properties leading to a conclusion of value of subject. A front view picture of each of the sale properties will be included in the report as well as a location map. The price for each of the appraisal services will be $125 with delivery of the finished appraisal within 7 days of acceptance of the request for the appraisal. • Page Two Terri King I am a Certified General Real Estate Appraiser holding certificate #AG005586 expiring 12/10/2002. . I am covered by E & 0 insurance. Attached you will find a copy of my resume and a copy of a Form 2055 appraisal that was recently completed. Thank you for your interest in my services. If further information is required, please contact me. Respectfully submitted, ..1 J. Harvey ms AG005586 JHH/Sh Attachments R E S UM E Q UA L I F T CA T I O N S J. HARVEY HYAMS 14851 Jeffrey Road #282, Irvine, California 92620 (Office) 714-840-4030 (Fax) 949-733-8021 EDUCATION: Graduate B.S. Degree, St. Louis University School of Commerce & Finance Major: Marketing Minor: Economics University of Missouri; Columbia Missouri American Institute of Real Estate Appraisers Real Estate Appraisal Courses 1966, 1967. Senior Seminar Instructor, National Association Independent Fee Appraisers. National Education Director NAIFA, 1978. MEMBERSHIP LICENSE: Counselor Designation, National Association of Independent Fee Appraisers #145, 1976-1994. Approved Level IV, State of California Dept. S&L State of California Certified General Appraiser OREA Certificate # AG005586; Expires 12/10/2002 BACKGROUND: Real Estate Activity Since 1950. General Contractor & Land Developer Real Estate Appraisal Services since 1966 in Missouri, Illinois, Arizona, Colorado and California. Established office and staff in Southern California 1979-80 PARTIAL LIST OF CLIENTS: Numerous Banks and Saving & Loan Associations in Orange and Los Angeles Counties of California. United States Department of Justice, Department of Interior. U. S. Army Corp of Engineers. Missouri State Highway Commission. Queen City Bank National Bank of Long Beach Union Bank Golden Pacific Bank United California Bank First Nationwide Bank Equitable Relocation Service Aluminum Corporation of America Bank of America . Prime Pacific Financial Flagstar Bank Country Wide Funding Approved Appraisers Panel, RTC. FDIC FHA �. ?=eq j Fa,u AdW=tea Teal Eaate Appwiyw E Conea" Fe B*,T HUNTINGTON BEACH 2000 Main Street California 92648 DECLARATION of NON -EMPLOYER STATUS - In order to comply with City Council Resolution No.6277, you are required to provide proof of Workers' Compensation insurance. If you have no employees, this form must be signed and returned to: City of Huntington Beach Risk Management Division 2000 Main Street Huntington Beach, CA 92648 I certify that in the performance of the activity or work for which this permit is issued, I shall not employ any person in any manner so as to become subject to California Workers' Compensation insurance requirements. I authorize the City of Huntington Beach to immediately and retroactively revoke the license or permit issued under this declaration if 1 hire any employee(s) or become subject to the provisions of the laws requiring Workers' Compensation Insurance. Applicant/Company Name: ,1_14 IZ ✓P_� fd O-YIAA A:�;,-�G1A471=_,1 _EVLc--- Addr Appl Title Location Signed: (y Telephone Number: 9 i�C— 6 1) 0 d %' Date Issued 01 /29/01 1 STM0013312 I STM0011541 REAL ESTATE APPRAISERS PROFESSIONAL LIABILITY THIS DECLARATION PAGE IS ATTACHED TO AND FORMS PART OF THE MEMORANDUM OF INSURANCE Item NAME OF INSURER COVERAGE IS PROVIDED ON A CLAIMS MADE BASIS. I STAR INSURANCE COMPANY PLEASE READ CAREFULLY 26600 Telegraph Road Southfield, MI 48034 Customer ID: 109053 NAMED MEMBER: HYAMS, J. HARVEY ASSOCIATES INC. 2 J. Harvey Hyams 14851 Jeffrey Road #282 Irvine, CA 92618 Memorandum of Insurance Period 3 From: 03/01/01 To: 03/01/02 12:01 A.M. Standard Time at the Address Stated in Item 2 DEDUCTIBLE OR RETENTION: RETROACTIVE DATE: 4 Each Claim $1,000.00 03/01/96 LIMIT OF LIABILITY: The Limit of Liability for each claim and in the aggregate is 5 .$300,000.00 Each Claim reduced by claims expense as defined in the Memorandum of Insurance. $300,000.00 Aggregate MAIL NOTICE OF LOSS TO AGENT LIABILITY INSURANCE ADMINISTRATORS 6 1600 Anacapa Street Santa Barbara, California 93101 (805)963-6624 Fax: (805)962-0652 ANNUAL PREMIUM: $591.00 7 NUMBER OF APPRAISERS: 1 FORMS ATTACHED AT ISSUE: 0490PL0394 2283PL0100 3420PL0101 8 3839PLO700 0491PLO394 0239PL(7/95) By Authorized Signature 0128 PL 09 97 CITY OF HUNTINGTON BE ER R MODIFICATION APPLICATION FOR INSURANCE REQUIREMENT AIV 1. Name/Title/Department of Requesting Staff Member Terri King, Dev. Specialist, Economic Development 2. Date of Request January 30, 2001 3. Name of Contractor/Permittee J. Harvey Hvams Associates, Real Estate Appraisers & Consultants 4. Description of work to be performed Drive -by appraisal reports on homes of owners who have applied for a housing rehabilitation loan from the City of H.B., used to determine the value of their home and subsequent loan approval. Value of Contract $2,500 Length of Contract 12 months Type of Insurance Waiv r Modification Requested: 1) T4 at Professional Liability Insurance requirements be, sieereased-from $1,000.000,to+39 and 2) that General Liability insurance requirements be waived. (a) Limits: (b) Coverage Have you contacted Risk Management to determine if professional liability coverage is available through SCOPE? 9. Reason for Request for Waiver or Reduction of Limits Claims that he has done work for other cities and schools districts without the subject insurance requirements, that he finds the subject insurance requirements excessive in relation to the size of the Service Contract being negotiated. 10. Identify the risks to the City if this request for waiver or modifications granted Unknown Department Head Signature (This section to be completed by Risk Manager) Recommendation: Approve Dewy Risk Manager's Signature/Da . (This section to be completed by City Attorney) Recommendation: Approve ✓ Deny. City Attorney's Settlement Committee approva 's [is not] equired for this waiver. If Settlement Committee approval is required, submit this form to City Attorneys to be placed on the agenda. Recommendation: Approve Deny City Council approval ' is not] equired for this waiver. If City Council approval is required, attach this form to the RCA after consideration b ttlement Committee. This insurance waiver [is not] on Cncil agenda. Reviewer's initials: jmp/mis/inswaiver/ 1 /30/01 -J.6ARVEY HYAMS ASSOCIVES - Real Estate Appraisers & Consultants CAOREA AGO05586 14851 Jeffrey Rd., #282, Irvine CA 92620 Office: (949) 651-8824 Office: (714) 840-4030 January 26, 2001 Terri King Department of Economic Development CITY OF HUNTINGTON BEACH 2000 Main Street Huntington Beach, CA 92648 Re: Professional Services Contract - General Liability Insurance Professional Liability Insurance Dear Ms. King: Fax: (949) 733-8021 In regard to the above requirements of insurance as it applies to the above referenced proposed Service Contract: • I am now covered by a Professional Liability Insurance policy with limits of $300,000. I find that to increase the limits to $1,000,000 would be too costly in relationship to the size of the Service Contract being negotiated. • I do not currently have a General Liability Insurance policy and, again, the cost of such would be excessive in relationship to the size of the fee contemplated in the Service Contract. I have performed appraisal services for a large number of agencies, cities and school districts over the years, and have never been requested to provide a General Liability policy. I am requesting that the limit of coverage in the Professional Liability policy be $300,000 and the requirement for a General. Liability policy be waived. Thank you for your understanding and assistance in this matter. Sincerely, + RECEIVED J. Harve J. HARVEY HYAMS ASSOCIATES Mtn C. 2 2001 DEPARTMENT OF ECONOMIC DEVELOPMENT 60 .16:50 7147338021 - J HARVEY TRUE- iT3 P`nn�r.w♦ Nn Ad& prYv:MuC Ain_ 02/17/00 STMOO11541 STM0009419 REAL ESTATE APPRAISERS PROFESSIONAL LIABILITY THIS DECLARATION PAGE IS ATTACHED TO AND FORMS PART OF THE MEMORANDUM OF INSURANCE Item NAME OF INSURER COVERAGE IS PROVIDED ON A CLAIMS MADE BASIS. 1 STAR INSURANCE COMPANY PLEASE READ CAREFULLY 26600 Telegraph Road Southfield, MI 49034 Customer ID: 109053 NAMED MEMBER: HYAMS, J. HARVEY ASSOCIATES 2 J. Harvey Hyams Associates, hw. 14851 Jeffrey Road #282 Irvine, CA 92620 Memorandum of Insurance Period 3 From:03/01/00 To: 03/01/01 12:01 A.M. Standard Time at the Address Stated in Item 2 DEDUCTIBLE OR RETENTION: RETROACTIVE DATE: 4 Each Claim $1,000. 03/01/96 LIMIT OF LIABIL The Limit of Liability for each claim and in the aggregate is 5 $300,000.00 Each C1aim reduced by claims expense as defined in the Memorandum of Insurance. $300,000.00 A regate MAIL NOTICE OF WSS TO AGENT LIABILITY INSURANCE ADMINISTRATORS 6 1600 Anacapa Street Santa Barbara, Callfornia 93101 (805) 963-6624 Fax: (805) 962-0652 ANNUAL PREMIUM: $623.00 7 NUMBER OF APPRAISERS: I FORMS ATTACHED'AT ISSUE: 0490PL0394 2283PLDIW 0491PLO394 8 0239P47/95) By 901e� — Authorized Signature 01 28 PL 09 97 DEC-20-2000 15:43 7147338021 99%, P.03 Main Street • QUIlornia 92648 DECLARATION of NON -EMPLOYER STATUS In order to comply with City Council Resolution No. 6277, you are required to provide proof of Workers' Compensation insurance. If you have no employees, thle form must be signed and returned to: City of Huntington Beach Risk Management Division 2000 Main Street Huntington Beach, CA 92648 I certify that in the performance of the activity or work for which this permit is issued, I shall not employ any person in any manner so as to become subject to California Workers' Compensation insurance requirements. I authorize the City of Huntington Beach to Immediately and retroactively revoke the license or permit issued under this declaration If I hire any employee(s) or become subject to the provisions of the laws requiring Workers` Compensation Insurance. Applic Addre Applii Title Location 5,gned: / C , l�7'" p (� Telephone Number: y�' �J 6 1 — 7f ^ a �d TOTAL P.02 F_E-05-202i 11 09 7147338e21 78% P.01 City of Huntington Beach 2000 MAIN STREET CALIFORNIA 92648 DEPARTMENT OF ECONOMIC DEVELOPMENT Director 714/536-5582 Redevelopment 714/536-5582 FAX 714/375-5087 Housing 714/536-5542 January 22, 2001 J. Harvey Hyams Associates Real Estate Appraisers & Consultants 14851 Jeffrey Rd., #282 Irvine, CA 92620 RE: REQUEST FOR SIGNATURE ON AGREEMENT AND SUBMISSION OF REQUIRED EVIDENCE OF INSURANCE Dear Mr. Hyams: Enclosed you will find a Professional Services Contract ("Contract") prepared by the City Attorney of the City of Huntington Beach. The Contract outlines the terms under which J. Harvey Hyams Associates ("Hyams") will provide appraisal services to the City of Huntington Beach and stipulates the compensation to be paid to Hyams in return for its services. Please review and sign the contract and return it to my attention as soon as possible, along with the required insurance documentation, as outlined in Sections 10-13 of the Contract (contracted work cannot take place until all insurance requirements have been met),at the above address. A copy of the Contract has also been included for your records. PLEASE NOTE: Do not alter the original contract in any way. Since the contract has been prepared according to the proposal submitted by Hyams for the City of Huntington Beach, it should not need revisions. (Should you find that changes to the Contract are absolutely necessary, please make the needed changes on your copy of the Contract, then return both the original Contract, and the revised copy of the Contract to me for revision) Thank you for your assistance. If you have any questions, please do not hesitate to call me at (714) 960- 8831. 1 look forward to working with you. Sincerely, Terri King Development Specialist 3,03 0�.21 CITY OF HUNTINGTON BEACH Inter -Office Communication Economic Development Department Date: March 5, 2001 To: Jeffrey Hughes, Deputy City Clerk I From: Jf4erri King, Development Specialist Subject: Bid Process Completion Statement: J. Harvey Hyams Associates, Real Estate Appraisers & Consultants Pursuant to the provisions of the Huntington Beach Municipal Code, Chapter 3.03, with reference to the contract between the above referenced consultant and the City of Huntington Beach, the following is true: Over twenty appraisers listed in the Huntington Beach telephone directory were contacted at their business telephone numbers. Each appraiser was asked to submit to the City of Huntington Beach Economic Development Department (attention Terri King) a proposal outlining what they would charge for a residential or mobile home appraisal (referred to as a "drive -by appraisal" in the appraisal industry). Appraisers were also asked to submit, along with their proposal, a sample of their typical drive -by appraisal. Requests for proposals were made over the phone to save time (appraisal services are sorely needed for the City Rehabilitation Loan Program). Approximately six proposals were received by the Department. These include the following appraisers: • Kenneth P. Koval, Certified Real Estate Appraiser • J. Harvey Hyams Associates, Real Estate Appraisers & Consultants • Jeffrey D. Collins, Real Estate Appraiser • APPRAISALink, Christy F. O'Dell • William McBride, Certified Real Estate Appraiser • Koch Appraisal Service, Ray Koch All proposals were reviewed. J. Harvey Hyams Associates was one of two appraisers chosen as a consultant because of his expertise in both mobile home appraisal techniques and his experience. His bid was competitive for the appraisal industry. i ar ev hyws esso,'-``i#mOds.do^