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HomeMy WebLinkAboutJDK CONSULTING - 2000-11-07PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND JDK CONSULTING FOR MANAGEMENT AND ADMINISTRATION OF THE CITY'S HOUSING REHABILITATION LOAN PROGRAM THIS Agreement is made and entered into this day of A)© t/,0Y3AX 2000, by and between the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "CITY," and JDK Consulting, a sole proprietorship, hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant to provide services related to the management and administration of the City's housing rehabilitation loan program; 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 4 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 3 Zi 100 (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 Joyce de Kreek who shall represent it and be its sole contact and agent in all consultations with CITY during the performance of this Agreement. I ad]-2000 Agree: JDK Consulting RLS 00-10; 10-30-00 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 one (1) year 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 not to exceed Twenty Thousand Dollars ($20,000.00). 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 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. adl-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 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 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 3 ad]-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 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 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. 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. 9. HOLD HARMLESS CONSULTANT shall protect, defend, indemnify and save 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 4 ad]-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 • 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 attorneys 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 attorneys 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. 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. 5 ad]-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 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 pnmary. 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 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). 6 adl-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 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. 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 7 ad]-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 • • 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. 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. adl-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 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 20. MODIFICATION TO CONSULTANT: Ms. Joyce de Kreek 19744 Beach Blvd., Suite 347 Huntington Beach, CA 92648 No waiver or modification of any language in this Agreement shall be valid unless in writing and duly executed by both parties. 9 ad]-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 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 maters 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 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 which is hereby affected shall be curtailed and limited only to the extent necessary to bring it within the requirements of the law. 10 adl-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 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. 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 11 adl-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 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 JDK CONSULTING a sole proprietorship By: J ce de Kreek, Owner ad]-2000 Agree: JDK Consulting RLS 00-1009 10-30-00 CITY OF HUNTINGTON BEACH, a municipal corporation of the State of California Cit Administrator APPROVED AS TO FORM: City Attorney (°31' l U Z -a u I► -7-nQ INITIATED, REVIEWED AND APPROVED: C� D ector of Economic Development 12 • • 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 JDK CONSULTING FOR MANAGEMENT AND ADMINISTRATION OF THE CITY'S HOUSING REHABILITATION LOAN PROGRAM Table of Contents Scopeof Services.....................................................................................................1 CityStaff Assistance................................................................................................2 Timeof Performance...............................................................................................2 Compensation..........................................................................................................2 Priorities..................................................................................................................2 ExtraWork...............................................................................................................2 Methodof Payment..................................................................................................3 Disposition of Plans, Estimates and Other Documents...........................................4 HoldHarmless.........................................................................................................4 Workers' Compensation Insurance..........................................................................5 General Liability Insurance ............................................. ......................................... 6 Professional Liability Insurance..............................................................................6 Certificates of Insurance..........................................................................................7 IndependentContractor............................................................................................8 Terminationof Agreement.......................................................................................8 Assignment and Subcontracting...............................................................................8 Copyrights/Patents...................................................................................................8 City Employees and Officials..................................................................................9 Notices.....................................................................................................................9 Modification.............................................................................................................9 Captions...................................................................................................................10 SectionHeadings..........:..........................................................................................10 Interpretation of this Agreement..............................................................................10 DuplicateOriginal....................................................................................................11 Immigration.............................................................................................................. I I Legal Services Subcontracting Prohibited...............................................................I I AttorneysFees......................................................................................................... I I Entirety..................................................................................................................... I I From : JDK (-ccisultinq 0 PHO14E No. 714 536 6110 Apr. 12 2000 8: 05P1,1 pCil 'AA 2000 main Street DECLARATION of NON -EMPLOYER STATUS CWiforsila 026413 In ourler to comply with City Council Resolution No. 6277, you are required to provide proof of lVorker-c' Compensation insurance. If you have no employees, this form must be sip,�.d cuid relLirried to: City of Huntington Beach Rick Management Division 2000 Main Street litintington Reach, CA 97648 I ceitifv thl-t in tho p(4r(orrn:4ncp. of the activity or vjork for which this p<trmit is, issued, I sl)zxll not employ �mxl pcs' ;()rl it) any mannor go a_,; (c) bceccmw, stjb ect to Cajifcirr7jj1 I autholiz(! the of Hulitiligtorl Beach to and rniroadivc-dy revoke the licow,(! i'jl' I'WHYlil kcuud under 1hi5 doclaratior, if I hire awy, elliployee(s) or becoll-le, !;ubjecl to the provisions ofth(­. 161AIS 1,<6(itAkill8 Workers' Compensation Applicant/Company-Name: I Address: ApplWant's I Dal e: I oc-1m;on Signed: VA al, n Q, C�� tF) 1*(--',(--pho(w Nuinber: , _71-F 11 f6 9 - eD'i l * CERTIFICATE OF INSURANCE lis.cedifies-that ® STATE FARM FIRE AND CASUALTY COMPANY, Bloomington, Illinois STATE FARM ❑ STATE FARM GENERAL INSURANCE COMPANY, Bloomington, Illinois i ❑ STATE FARM FIRE AND CASUALTY COMPANY, Scarborough, Ontario ❑ STATE FARM FLORIDA INSURANCE COMPANY, Winter Haven, Florida INSURANCE ❑ STATE FARM LLOYDS, Dallas, Texas sures e o lowing policyholder for the coverages indicated below: Name of policyholder Address of policyholder Location of operations Description of operations JOYCE DEKREEK DBA JDK CONSULTING 19744 BEACH BLVD #347, HUNTINGTON BEACH, CA 92647 SAME AS ABOVE CONSULTING BUSINESS ie policies listed below have been issued to the policyholder for the policy periods shown. The insurance described in these policies is jbject to all the terms exclusions, and conditions of those policies. The limits of liability shown may have been reduced by any paid aims. POLICY PERIOD LIMITS OF LIABILITY POLICY NUMBER TYPE OF INSURANCE Effective Date ; Expiration Date (at beginning of policy y period) W POLICY Comprehensive 03/31/00 03/31/Gl BODILY INJURY AND Business Liability PROPERTY DAMAGE -its insurance includes: ❑ Products - Completed Operations ® Contractual Liability -. -- ® Underground Hazard Coverage:. Each Occurrence $ 1,000,000 ® Personal Injury ❑ Advertising Injury - - �'I f y//r?- ® Explosion Hazard Coverage',' General Aggregate -$ 2, 000, 000 ® Collapse Hazard Coverage ,:::_:; ; .. _ y -_ ❑ Products — Completed $ 2, 000, 000 Operations Aggregate El POLICY PERIOD BODILY INJURY AND PROPERTY DAMAGE EXCESS LIABILITY Effective Date Expiration Date (Combined Single Limit) ❑ Umbrella Each Occurrence $ ❑ Other Aggregate $ Part 1 STATUTORY Part 2 BODILY INJURY ; Workers' C.&5p.'@nsation7. and Employers Liability "- _. Each Accident $ Disease Each Employee $ Disease - Policy Limit $ POLICY PERIOD LIMITS OF LIABILITY POLICY NUMBER TYPE OF INSURANCE Effective Date ; Expiration Date (at beginning of policy period) 'HE CERTIFICATE OF INSURANCE IS NOT A CONTRACT OF INSURANCE AND NEITHER AFFIRMATIVELY NOR NEGATIVELY AMENDS, EXTENDS OR ALTERS THE COVERAGE APPROVED BY ANY POLICY DESCRIBED HEREIN. ,DDITIONAL INSURED If any of the described policies are canceled before its expiration date, State Farm will ttSr/#,ef mail a written notice to the certificate holder 30 days bef Name and Address of Certificate Holder cancellation. ev a fail ma' c ot�ii rle'o ti or lity be � po orwe ate HE CITY OF HUNTINGTON BEACH, ITS AGENTS,OFFICERS AND sa�sel�reti :MPLOYEES i 000 MAIN STREET 1UNTINGTON BEACH, CA 92648 Signature ol Authorized AGENT 03/31/00 Title Date Agent's Code Stamp AFO Code 8828 58-994 a.3 04-1999 Printed in U.S.A. p. �'4/17/�000 14.53 7146474580 CRANK INS AGENCY PAGE 01 • r 57A7[ FARM 4a wSyAgwC[ POLICY NUMBER NEW APPLICATION 75-8828 . JOYCE DEKREEK / DBA JDK CONSULTING ADDITIONAL INSURED THE CITY OF HUNTINGTON BEACH AND THE HUNTINGTON BEACH REDEVELOPMENT AGENCY AND THEIR OFFICERS, EMPLOYEES, REPRESENTATIVES, AND VOLUNTEERS, APR-17-2000 15:59 ?1484?4580 99/ P.01 • • CITY OF HUNTINGTON BEACH APPLICATION FOR INSURANCE REQUIREMENTS WAIVER OR MODIFICATION 1. Name/Title/Department of Requesting Staff Member Gus Duran, Redevelopment Mgr, Econ. Dev. 2. Date of Request 04/18/00 3. Name of Contractor/Permittee JDK Consulting, Joyce deKreek 4. Description of work to be performed administration of loan program / housing 5. Value of Contract not to exceed $20,000.00 6. Length of Contract not greater than one year 7. Type of Insurance Waiver or Modification Requested: Professional Liability (a) Limits: (b) Coverage 8. 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 Not necessary for this service 10. Identify the risks to the City if this request for waiver or modifications granted none f Department Head Signature his section to be completed by Risk Manager) Recommendation: Approve Den Risk Manager's Signature/D (This section to be completed by City Attorney) Recommendation: Approve V"�D ny City Attorney's Signature/Date Settlement Committee approv 1 is) is not] required for this waiver. If Settlement Committee approval is rreeq�ired, submit this form to City Attorn - ffice to be placed on the agenda. Recommendation: Approve Deny City.Council approval [i is _ required for this waiver. If City Council approv s required, attach this form to the RCA after consideration by the Settlement Committee. This insurance wai r is not] n City Council agenda. Reviewer's initials: imp/mi s/i nswa i ver/3/ 1. /00 • • CONFIDENTIAL RECORDS Pursuant to Government Code §6245B b. Attorney -Client Privilege Date May 2, 2000 Item: ❑ Title J 1` 0-13 V3S u lei Number Languag"rance Modification - Agreement Donahue & Company, Inc. Motion by: Bob Wheeler Karen Foster Pat Dapkus to: W Second by: Vote by: 1 Signature i_�dj,� Signaturf Signatur( rat jjapKus Motion Passed Karen Foster Pat Dapkus Yes No Yes No Motion Failed Yes ✓ No g/SctdcComtee/ConCRecords - 5/1/00 From : JDK Consulting • PHONE No. : 714 536 6119 Apr.28 2000 10:29AM P01 • Hf p •'18-20on 14d:56 CITY OF HE lid 775 SOE7 F.O7%K Consultants Professional Liability Applicatioii, Classes V, & VI CfIY OF:._ . Bunt- i ral.L-on . Reach 1. Coruultamtnome7o}'ro noRro� ok/J09 Consulting It an organization, ptovide contact Mama z. Address 197.44 13wLkjk,-13jvJ- lai.Z_ 1 City u,.a+i. g*ten Ilrh State VA --_, Zip._1126AL- Phony, 71 jL9.69-8794 _ a, Date of Project Opening & Closing kloumr 5 L,or.ation of Project^,._�=i tom. n•f HR _ ,_._,� __�. .,., „—... _._ —,._ b. Description of Project _ QU bul tint/Ec nnmic poyT._w, ...._ ._.__, ..... . 7, Wher is appilcaht'. current involvement and peat experit:nce with thib typC of prvjecl? ___ _,,,__,_ H. E01maied cost for this project Hourly Not to oxeccd 9. Tntal Anticipated Receiptr- Rourly/Not two oxcond 10. Name of Additional Inxureds, if any Relationship to Tcnanl/User 11 P,ryent or previous insurance carrier. __- State ai-in — 12. Haa any insurance carrier canceled oe ietu"d Cuverage? No If yes, euglkln - .—_.......... — 13 Previous Loaves _—_ None 14, attach a dlagrt<m of fadlity/location indicating emergency exits. 1 hereby warru,t and cu,tflnn that the above information, to the best of my knowledge, to true and correct, acid further certify that I have read all of the questions and answers on this application. I UNDERSTAND THIS APPLICATION IS A REQUIRE.MEN'r FOR COVERAGE, A PART OF THE, CONTRACT, AND EVIDENCE OF MY ACCEPTANCE Or THIS INSURANCE, ANU ANY FALSIFICATION OR MISREPRESENTATION WILL BE D1rBMIiD A BREACH Or CONTRACT, VOIDING ALL INSURANCE COVERAGE. Jt is understood and agreed that the completion of Uiis application shall not be binding either to the proposed insured or to the Scottsdale Insurantr Company until accepted by the Company in writing. Consultants Signature__..._ uate 4/28/2000 —� 1-Itle_,,,Self -� P1wneNumber,_ / 14 169-1i794 Quote: Class'V, VI (circle one) Premium: Qitotatitm Number. _ Class Coverage Option and Limit 1 /1, I /2 (circle one) Limii:_-___ City's Signature Date rtnn,vauennCtriAC"U-C Aon Rl. A Sei-view APR-28-2000 09:27 714 536 6119 80% P.01 • Exhibit A • JDK Consulting 19744 Beach Boulevard, Suite 347 Huntington Beach, CA 92648 714/969-8794 March 31, 2000 Mr. Gustavo A. Duran Housing and Redevelopment Manager CITY OF HUNTINGTON BEACH Department of Economic Development 2000 Main Street Huntington Beach, CA 92648 Dear Mr. Duran: RECEIVED MAR 3 12000 DEPARTMENT OF ECONOMIC DEVELOPMENT I am pleased to submit my proposal for Administration of the Housing Rehabilitation and Affordable Housing Programs. This is being submitted in response to your Request for Proposal (RFP) and is based on: 1) the scope of work and description of tasks identified in the proposal 2) individual experience in managing similar projects. I would like to take this opportunity to familiarize you with my capabilities in the field of loan processing and inspection services. JDK Consulting is a WBE. I have been a consultant to cities and counties throughout Southern California for 22 years, administering their CDBG and HOME programs and residential and commercial rehabilitation programs funded through Federal and State Grant Programs, Redevelopment Agencies and the Federal Emergency Management Agency (FEMA). I have considerable knowledge of the Uniform Building, Electrical, Mechanical and Plumbing Codes. I have administered a full range of residential and commercial rehabilitation programs in thirty three cities throughout Los Angeles, Orange, Riverside, San Bernardino, San Diego and Ventura Counties. I provide services on a temporary or permanent basis such as: application and administration for the City and County's CDBG Program, environmental review for CDBG and HOME projects, preparation of the City's Consolidated Annual Performance and Evaluation Report (CAPER), data entry into the Integrated Disbursement Information System (IDIS), applicant intake for rehabilitation programs, initial inspection of properties to determine code violations as well as proposed work eligible under the program guidelines, written work write-ups for individual properties for proposed work 0 Exhibit A • including highlighted code violations, cost estimates on a line item basis as well as a total amount, pre -construction meetings with contractors and property owners, final inspections and Notices of Completion. As I am sensitive to the City's urgent needs to implement programs and address backlogs, I would be able to coordinate my time on an as needed basis. After the work flow has been established and the backlog is maintained, I will adjust my hours to meet the City's needs. My rate is based on an hourly rate of $58.00 per hour. With this introduction, i hope that I can assist the City with its community development efforts. I would be happy to meet with you to discuss my capabilities more thoroughly. ry truly Yo o ce de Kreek rant Coordinator i .• Exhibit A City of Huntington Beach 2000 MAIN STREET CALIFORNIA 92648 DEPARTMENT OF ECONOMIC DEVELOPMENT Director 714/536-5582 FAX 714/375-5087 Redevelopment 714/536-5582 Housing 714/536-5542 March 23, 2000 JDK Consulting 19744 Beach Blvd. #347 Huntington Beach, CA 92648 Re: Proposals to Administer Housing Rehabilitation Program and Affordable Housing Program on an Interim Basis The City of Huntington Beach is in need of a consultant to work approximately 20 hours per week to perform the functions of administration of two of the City's programs — the Housing Rehabilitation Program and the Affordable Housing Program. The functions in these programs involve some of the following activities: 1. Coordinate activities of outside rehabilitation consultant involved -in application acceptance and construction inspection. 2. Approve processing of payments to contractors. 3. Prepare subordinations, demands and reconveyances. .4. Update and maintain loan database. 5. Qualify and approve buyers for affordable housing program. 6. Work with mobile homeowners in coordinating housing rehab work. 7: Monitor affordable housing projects in conformance with contractual covenants. 8. Market the Housing Rehabilitation Program. 9.. Provide customer service to persons calling about the various housing programs. The assignment will call -for spending approximately 20 hours per week in our offices and will be for several months. Please prepare a letter proposal with your hourly fee and a resume of your qualifications. Attached is a copy of the City's insurance requirements. Please review them. If selected you will be required to carry, insurance coverage as described by these requirements. The proposal is du on Friday, March 31, 2000, no later than 4:00 PM. Should you have any questions, please feel free to contact me at (174) 374-1529. Sincer' yours, Gus avo/.Dan Housing and. Redevelopment Manager Enclosure GD-.bp g:\gus\rehab\rf'prehAdoc JJ M& 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 March 23, 2000 JDK Consulting 19744 Beach Blvd. #347 Huntington Beach, CA 92648 i Re: Proposals to Administer Housing Rehabilitation Program and: Affordable Housing Program on an Interim Basis The City of Huntington Beach is in need of a consultant to work approximately 20 hours per week to perform the functions of administration of two of the City's programs — the Housing Rehabilitation Program and the Affordable Housing Program. The functions in these programs involve some of the following activities: 1. Coordinate activities of outside rehabilitation consultant involved in application acceptance and construction inspection. 2. Approve processing of payments to contractors. 3. Prepare subordinations, demands and reconveyances. 4. Update and maintain loan database. 5. Qualify and approve buyers for affordable housing program. 6. Work with mobile home owners in coordinating housing rehab work. 7. Monitor affordable housing projects in conformance with contractual covenants. 8. Market the Housing Rehabilitation Program. 9. Provide customer service to persons calling about the various housing programs. The assignment will call for spending approximately 20 hours per week in our offices and will be for several months. Please prepare a letter proposal with your hourly fee and a resume of your qualifications. Attached is a copy of the City's insurance requirements. Please review them. If selected you will be required to carry insurance coverage as described by these requirements. The proposal is du on Friday, March 31, 2000, no later than 4:00 PM. Should you have any questions, please feel free to contact me at (174) 374-1529. Since y ours, GuAtavo Duran Housing and Redevelopment Manager Enclosure GD:bp \\h bi tfps02\econdev\gus\rehab\rfprehab.doc 1] ! S, 303 ba com► , `- -JJ & 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 March 23, 2000 Jim Guero Wildan & Associates 12900 Crossroads Parkway So. Suite 200 Industry, CA 91746-3499 Re: Proposals to Administer Housing Rehabilitation Program and Affordable Housing Program on an Interim Basis The City of Huntington Beach is in need of a consultant to work approximately 20 hours per week to perform the functions of administration of two of the City's programs — the Housing Rehabilitation Program and the Affordable Housing Program. The functions in these programs involve some of the following activities: 1. Coordinate activities of outside rehabilitation consultant involved in application acceptance and construction inspection. 2. Approve processing of payments to contractors. 3. Prepare subordinations, demands and reconveyances. 4. Update and maintain loan database. 5. Qualify and approve buyers for affordable housing program. 6. Work with mobile home owners in coordinating housing rehab work. 7. Monitor affordable housing projects in conformance with contractual covenants. 8. Market the Housing Rehabilitation Program. 9. Provide customer service to persons calling about the various housing programs. The assignment will call for spending approximately 20 hours per week in our offices and will be for several months. Please prepare a letter proposal with your hourly fee and a resume of your qualifications. Attached is a copy of the City's insurance requirements. Please review them. If selected you will be required to carry insurance coverage as described by these requirements. The proposal is du on Friday, March 31, 2000, no later than 4:00 PM. Should you have any questions, please feel free to contact me at (174) 374-1529. Sinc el yours, Gustavo A. Duran Housing and Redevelopment Manager Enclosure GD:bp \\h bi tfps02\econdev\gus\rehab\rfprehab. doc 0 J-4 #& City of Huntington Beach * 2000 MAIN STREET CALIFORN[A92648 DEPARTMENT OF ECONOMIC DEVELOPMENT Director 714/536-5582 Redevelopment 714/536-5582 FAX 714/375-5087 Housing 714/536-5542 March 23, 2000 Martha Archuleta 643 Roycroft Ave. Long Beach, CA 90814 Re: Proposals to Administer Housing Rehabilitation Program and Affordable Housing Program on an Interim Basis The City of Huntington Beach is in need of a consultant to work approximately 20 hours per week to perform the functions of administration of two of the City's programs — the Housing Rehabilitation Program and the Affordable Housing Program. The functions in these programs involve some of the following activities: 1. Coordinate activities of outside rehabilitation consultant involved in application acceptance and construction inspection. 2. Approve processing of payments to contractors. 3. Prepare subordinations, demands and reconveyances. 4. Update and maintain loan database. 5. Qualify and approve buyers for affordable housing program. 6. Work with mobile home owners in coordinating housing rehab work. 7. Monitor affordable housing projects in conformance with contractual covenants. 8. Market the Housing Rehabilitation Program. 9. Provide customer service to persons calling about the various housing programs. The assignment will call for spending approximately 20 hours per week in our offices and will be for several months. Please prepare a letter proposal with your hourly fee and a resume of your qualifications. Attached is a copy of the City's insurance requirements. Please review them. If selected you will be required to carryinsurance coverage as described by these requirements. The proposal is du on Friday, March 31, 2000, no later than 4:00 PM. Should you have any questions, please feel free to, contact me at (174) 374-1529. 5stavh?Dur6n , 7 6- I l Housing and Redevelopment Manager Enclosure GD:bp \\hbit f ps02\econdev\gus\rehab\rfprehab.doc F�B CITY OF HUNTINGTON BEACH INTERDEPARTMENTAL COMMUNICATION HUNTINGTON BEACH TO: Mike Dolder, Fire Chief FROM: Connie Brockway, City Clerk DATE: October 21, 1999 SUBJECT: Enterprise Resource Planning Business Systems Software, Hardware, and Consulting Services Transmitted to you for distribution are the following documents: J.D. Edwards Contract Deloitte & Touche Contract Avnet Computer Agreement Vertex Inc. Agreement (Insurance needed) Infosys Business Solutions Contract These contracts and agreements were approved at the October 18, 1999 City Council meeting. They have been executed by the Mayor and City Clerk as directed by Council. Insurance copies for J.D. Edwards and Deloitte and Touche, LLP have been forwarded to the Risk Management Department. Please provide the City Clerk's Office with any additional insurance upon receipt. Cc: Colleen Keith, Senior Department Analyst, Fire Dept. Shari Freidenrich, City Treasurer John Reekstin, Administrative Services Director cbmemos/99-25cc J1 00 J 1, JDK CONSULTING AGREEMENT DATED I1/7/00 Yes No N/A El El I 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? 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): REHABILITATION CONSTRUCTION CONSULTANT SERVICES. Termination Date: November 7, 2001 E e%